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How do I export my Zeller Transaction Account history?
Export transactions to your device from your Zeller Dashboard.
If you’ve been using Zeller Transaction Account and choose to start using Xero Bank Feeds, you can now export and upload all the transactions that took place prior to connecting your Xero and Zeller accounts, so nothing is missing.
To get started, login to your Zeller Dashboard:
- Navigate to Accounts.
- Select the Zeller Transaction Account.
- Click on the search icon.
- Select the date range you would like to view.
- Click Export transactions.
- Select the file type. CSV or XLS.
- Click Download.
Please note: Exporting transactions has a maximum range of 12 months.
Exporting this information into XLS or CSV means you can pass it on to your accountant or bookkeeper come tax time, or import it into your accounting software, such as MYOB or Quickbooks Online.
If you have any concerns about your transaction history, please get in touch with our Support team.