Float makes it easy to export your business's Card transactions. They can be exported via CSV for transactions not yet exported to your Accounting Sync or, if you don't use one of the supported Accounting Sync integrations.
How to Export Transactions in CSV:
- Log in to your Float account from login.floatcard.com
- Go to Accounting > Transaction Export
- You can export the transactions from the Needs Review, Ready to Export or Exported stage
- Use the date picker and filters to filter for the transactions you wish to download
- Select the CSV button in the top-right of the page > Select to download the Standard CSV or a custom CSV template
Important Note:
- The CSV file will not download instantly. Large requests can take up to a few minutes to download
- Once the file is ready, you’ll receive an email and an in-app notification with a link to download the file
- The transaction CSV does not include receipts. If you're looking to download a file including receipts, please see: How to Download Receipts