If you have an Admin, Manager, or Accountant role, the History section allows you to export your transactions (or those of your team if you are a Manager).
In the History section you can easily filter transactions by date, payment method, member, amount, custom label, and more.
When exporting your transactions, you can choose to download:
Some transactions by using filters, custom views or the search functionality
Their dedicated attachments
👆 Good to know:
These actions are not available for users with Employee role.
If you have a Manager role with the scope Team, you can export transactions for your team only.
The matching you have done in Qonto will be reflected in the “Attachments” column where you will see the name of the document(s) that has been matched to each transaction.
Exporting your data
This feature is available to all plans.
To finalize your export, just select a file format corresponding to your needs. The following types of formats are available:
Full data (Excel or CSV): includes all information related to your transactions. This will only export executed and processing transactions.
Simple data (Excel or CSV): includes only 3 columns: settlement date, counterparty name and amount. This will only export executed transactions. This is the closest format to your bank statements.
OFX: this format is used by accounting tools such as Quadratus, Isacompta, Xero or Cador. This will only export executed transactions. Keep in mind that you will need to set up Qonto as a bank account within those tools prior to importing the OFX file, or the import could fail.
QIF: this format is used by accounting tools such as Xero, Cegid or Sage. This will only export executed transactions.
MT940 (for German organizations): this format is used to transmit account statement data. This will only export executed transactions.
TeamSystem (for Italian organizations): this format is also used to transmit account statement data. This will only export executed and reverted transactions.
Also, there is no time limit on how far you can go back in your transaction history when exporting your transactions from your Qonto account. Please note that you can download exports up to 10,000 transactions at a time.