Downloading Bank Transactions to CSV

2019-03-12 UPDATE: Please visit our new blog for the newest information. We will not be updating this blog anymore

2019-03-12 CẬP NHẬT: Vui lòng truy cập blog mới của chúng tôi để biết thông tin mới nhất. Chúng tôi sẽ không cập nhật blog này nữa

Please remember to choose the correct dates based on your year end!

Instructions links are below to view step by step instructions on how to download your bank transactions from your corporate bank account for us to complete your year end.


RBC  (must be done every 3 months)



Format this page for printing

Downloading to a Spreadsheet* (CSV)

  1. You’ll need to click a radio button to select the date range from the first day of your fiscal year to the last day of your fiscal year-end.
  2. From the drop-down menu next to the words Download to: select Spreadsheet (CSV).