How to export CSVs for reconciliation

If you're not taking advantage of Rho's direct integrations, you can use Rho's custom CSV exports to add Rho transaction data to your accounting software.

  1. Navigate to the relevant tab you want to export (Banking, Bill Pay, Expenses, etc.).

  2. Click Export.

3. Select the date range & the fields you want included in your export.

4. Download CSV.

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Note: For Quick Books Desktop, you can use their batch import transaction process or convert the CSV into a Quickbooks-compatible file.