You’re a small business owner: QuickBooks Online is our choice for best overall small business accounting software and offers flexible plans for small business owners.If you use QuickBooks, go to for instructions on how to download your transaction history directly into QuickBooks. You can download Comma Delimited files as Excel Spreadsheets and Tab Delimited files as. Small logs are downloaded immediately and are not saved. We save the last 3 most recently completed, large History Log files. We will email you when your file is ready to be downloaded. Depending on the server load, download logs can take up to 5 business days to generate. When downloading a large History Log, you may experience a delay. All of the columns will be added together and show the total amount in the box under the last fee amount. Go to the top of the spreadsheet and hold the Shift button and then click the first amount in the column.Ĭlick Formulas at the top of the Excel window.Ĭlick AutoSum. (If you uncheck boxes it will allow you to filter out what you do not need.)Ĭlick the box directly below the last fee/ tax/ shipping amount to get the total amount of fees.

If you click it there is a drop down with checked boxes. Click the number to highlight the entire row.Ĭlick Data at the top of the Excel window. Here's how to filter an Excel Spreadsheet:Ĭlick the row with all of the subjects ('Date', 'Time', 'Name', etc.).

You can download a report of your transaction activity for up to the past 7 years into PDF, Quicken, QuickBooks, or as a CSV or TAB file. When the report is ready, click Download.Click Customize report fields and select the fields you want to include in your report.Select the transaction type, date range, and file format.Click Activity download under 'Reports.'.To view and download statements and reports on the web:

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