This video walks through how to export transactions from Float for month-end close. You’ll see how to review transactions, confirm readiness, and send data to your accounting system or a CSV file.
Float helps speed up month-end close with bulk updates and automated exports. From the Transaction Exports page, you can review, confirm, and lock transactions before exporting them directly to your accounting software or downloading a custom CSV.
With built-in compliance checks, filters, and bulk coding options, you can ensure every transaction is complete before export and reduce time spent on reconciliation.
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