I need to export transactions in TrustFile
- On the transactions tab, click Advanced Filtering and select attributes for the transactions you want to export
- Use the checkbox in the far left column to select single transactions, or use the checkbox next to the Delete button to select all transactions showing, if there are more transactions in the filtered results than are currently showing a link will appear below the now active buttons to select all possible transactions
- Click Export to .csv
- The exported csv file will be emailed to the email on file and will be sent in batches of 10,000 transactions so you may receive multiple emails
Use the .csv file for amended returns or any other need your business has.