Download Files by Date Range

This page lists export and report files created for a date range. You can download a file or view a report here.

For export files, the Format column displays the accounting software format chosen in the Select Client Defaults page; for reports, the report name. A "Yes" in the Previously Downloaded? column indicates that the file was already downloaded or a report already viewed.

Files and reports are available for 60 days after they are created.

Downloading a file

1. Click the icon next to the file. Only one file at a time can be downloaded.

If you receive a message stating that transactions were assigned to the Temporary Holding Account, see Handling transactions assigned to the Temporary Holding Account for more information.

2. Save the file, using any file naming conventions specified by your accounting software.

Viewing a report

Click the icon next to the report. You can print the report if required.

Warning

Since some reports may be long, we recommend that you review your reports online before printing.