Export Transaction Lists, Payees, and Accounts Online
Simplify your accounting with Online Banking. Download business transactions, payees, payee groups, and accounts to export to your accounting software.
How do I export my business transaction history?
In the Westpac App
Before trying these instructions make sure you update to the latest version of the app.
- Tap on the Smart Search bar and type Recent transactions, tap Download recent transactions
- Select an account and Transaction period, then tap Download
In Online Banking
- Go to Overview and select Exports and reports
- In the Transactions section, select Export CSV, QBO, QIF, OFX file
- Choose a Date range, select accounts and choose a File format and Date format, then select Export
- Manage the downloaded file on your desktop
Tip: Did you know you can automatically send your transaction details to your accounting software using bank feeds? Learn more on how to connect bank feeds.
How do I export a list of payees?
In Online Banking
- Go to Overview > Exports and reports
- Under Payees, select Export CSV. You can also select Multiple if you have more than one payee
Tip: Payee information can be exported as a .CSV file only.
How do I export a list of accounts and payee groups?
In Online Banking
- Go to Overview > Exports and Reports
- Under Accounts and Groups and select Export CSV
- Enter the date range or select a preset range
- Select the account(s) then select Export. The file will be downloaded to your Downloads folder
Tip 1: If you don't select any accounts, the file will automatically export all your accounts. If you'd like to select multiple accounts, select the select multiple account option and choose the accounts you'd like to export.
Tip 2: The file format you need will depend on your accounting software package. QBO and OFX formats are only available when you select one account to export.
Frequently asked questions
- Take more control of your cash flow by having better visibility of your finances
- Choose from 4 different file types in Online Banking available from a desktop – CSV, QBO, QIF or OFX
- The file type you choose will depend on the accounting software you are using
- Upload files into your accounting software.