Exports

Export your transactions to your accounting software or download them in various formats for reporting and record-keeping.

# Export Formats

BasedInbox supports multiple export destinations:

Format	Best For
Xero	Direct sync to Xero accounting
QuickBooks	Direct sync to QuickBooks
CSV	Universal spreadsheet import
Excel	Formatted spreadsheet with categories
Sage	Sage accounting import format
MYOB	MYOB import format

# Exporting Transactions

# Quick Export

1. Go to Transactions
2. Select the transactions to export (or select all)
3. Click Export
4. Choose your format
5. Click Download or Sync

# Filtered Export

Export specific transactions:

1. Go to Transactions
2. Apply filters:
   • Date range
   • Account type (personal/business)
   • Categories
   • Status
3. Click Export Filtered
4. Choose your format

# Direct Integration Exports

# Export to Xero

With Xero connected:

1. Go to Accounting → Export
2. Select Xero
3. Choose transactions to export
4. Map any unmapped categories
5. Click Export to Xero

Transactions appear as bank transactions in Xero, ready for reconciliation.

# Export to QuickBooks

With QuickBooks connected:

1. Go to Accounting → Export
2. Select QuickBooks
3. Choose transactions to export
4. Review account mappings
5. Click Export to QuickBooks

# File Exports

# CSV Export

Standard CSV format compatible with most software:

Date,Description,Amount,Category,Account
2025-01-15,Office Supplies,-125.50,Office,Business
2025-01-16,Client Payment,5000.00,Sales Revenue,Business

# Excel Export

Formatted Excel workbook with:

• Transaction list worksheet
• Category summary worksheet
• Monthly breakdown worksheet

# Sage Export

Sage-compatible format with:

• Nominal codes
• Tax codes
• Reference numbers

# MYOB Export

MYOB import format with:

• Account numbers
• Tax codes
• Job codes (if applicable)

# Category Mapping

Before exporting, ensure categories are mapped to account codes:

1. Go to Accounting → Chart of Accounts
2. Click Category Mappings
3. Map each category to an account code
4. Save your mappings

See Chart of Accounts for details.

# Export Settings

# Date Format

Choose your preferred date format:

• DD/MM/YYYY (default)
• MM/DD/YYYY
• YYYY-MM-DD

# Currency

• Export in original currency
• Convert to base currency

# Include Attachments

• Include receipt images (where available)
• Export as ZIP with attachments

# Export History

Track your exports in Accounting → Export History:

• Export date and time
• Format used
• Transaction count
• Status (success/failed)
• Download link (7-day retention)

# Failed Exports

If an export fails, you'll see:

• Error details
• Which transactions failed
• Suggested fixes

Common issues:

• Unmapped categories
• Invalid account codes
• Connection expired

# Scheduled Exports

Set up automatic exports:

1. Go to Settings → Exports
2. Click Add Schedule
3. Configure:
   • Frequency (daily/weekly/monthly)
   • Format
   • Filters
   • Email notification
4. Save the schedule

# Best Practices

# Export Regularly

Export at least monthly to keep your accounting software in sync.

# Reconcile After Export

After exporting to Xero or QuickBooks:

1. Go to your accounting software
2. Reconcile the imported transactions
3. Verify totals match

# Keep Backups

Download periodic CSV/Excel exports as backups, even if using direct integration.

# Review Before Exporting

• Check for uncategorized transactions
• Verify amounts are correct
• Ensure dates are accurate

# Troubleshooting

# "Category not mapped" Error

Some transactions don't have account codes assigned:

1. Go to Category Mappings
2. Map the missing category
3. Retry the export

# "Connection expired" Error

Your accounting software connection needs refresh:

1. Go to Integrations
2. Reconnect your accounting software
3. Retry the export

# Duplicate Transactions

If transactions appear twice:

1. Check export history for previous exports
2. Use date filters to avoid overlap
3. Delete duplicates in your accounting software