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How to Export Your Data as a CSV File

Updated over a week ago

Any documents on Dext Prepare can be downloaded as a CSV or PDF file, so you can easily share, store or upload your financial data to an Accounting Software.

Before downloading your items use the Advanced Search and Filter to refine your item selection.

  1. To download ALL your data in a CSV format click the Export All button.

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2. To download specific files then select the files by using the checkboxes on the left-hand side of the page, and click Tools and then Export.

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3. Chose the format of your CSV file

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4. Click the Export button.

If required you can select the checkbox to move those items into the Archive after export.

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