.qbo) file directly from the transactions page. CSV works with any spreadsheet or accounting tool, while .qbo is intended for QuickBooks Online and QuickBooks Desktop.
If you want Lemma to sync directly with your accounting software instead, see Accounting integrations.
The Export button lives at the top-right of the page.
Export your transactions
1
Choose your entity
Transactions are automatically filtered to your current entity. If you
manage multiple legal entities, use the entity switcher to select the right
one before exporting.
2
Apply filters (optional)
Use the filter bar to narrow the transactions shown on the page. You can
filter by search term, date
range, account, type, and direction. Any filters you set will carry over to
your export.
3
Click Export
Click the Export button in the top-right corner of the page, then choose
CSV or QuickBooks (.qbo). Your browser will download a
transactions.csv or transactions.qbo file.Importing into QuickBooks
In QuickBooks Online, open Transactions → Link account and click Upload from file. Select your.qbo file. In QuickBooks Desktop, use File → Utilities → Import → Web Connect Files and select the downloaded .qbo file.
What’s included in the export
- CSV
- QuickBooks (.qbo)
One row per transaction with the following columns:
When the transaction occurred, formatted as
YYYY-MM-DD.A summary of the transaction.
The transaction amount in US dollars (e.g.
$1,234.56).The name of the account the transaction belongs to.