How to Download Transactions from LedgerSync as a PDF, QBO, OFX or CSV File
Overview
In LedgerSync, you can download a client’s transactions in multiple file formats directly from the Transactions tab. This works for all bank connection types, including Mastercard, MX, and PDF-uploaded accounts.
How to Download Transactions
- Select the client from the left panel
- Click the Transactions tab
- Choose the account containing the transactions you want to export
- Use the filter icon (right side) to set a date range if needed
- Check the checkbox to select all transactions, or check individual rows
- Click the Download button and choose your file format
Available Export Formats
| Format | Best Used For |
|---|---|
| QBO | Importing into QuickBooks Online or QuickBooks Desktop |
| OFX | Importing into Accounting CS and other OFX-compatible platforms |
| CSV | General data analysis, spreadsheets, or any custom import flow |
| Printable transaction report for record-keeping or client review |
All four export formats are available for all bank connection types — including accounts connected through MX and accounts where transactions were added via PDF upload.Working with the Transactions Page
A few things worth knowing about the Transactions page itself:
- Original bank description is preserved. If you edit a transaction’s description, LedgerSync keeps the bank’s original text on record so it’s never lost — your edit is what displays, but the original remains available.
- Memo field. A memo field is shown alongside each transaction, giving you additional detail beyond the description.
- Bank & account context. The transaction list shows the bank name and account type each transaction belongs to, so you always know its source.
- Filter down to sub-accounts. The account filter lets you narrow the view to an individual sub-account, not just the parent account.
- Force refresh. The transactions refresh action re-fetches directly from the bank so you can pull the very latest activity on demand.
Tips
- If you need to import into QuickBooks Desktop, use the QBO format and see: Importing Transactional Files Into QuickBooks Desktop if you encounter import errors
- For Accounting CS imports, use OFX format
- The file downloads to your computer’s downloads folder automatically
Need Help?
Contact LedgerSync Support at support@ledgersync.com
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