Exporting bill payment history is useful for reconciliation, reporting, and integration with accounting software. Before you view or export bill payment history, ensure you have:

• Permission to view and export financial data (typically available to account administrators or users with bill management access).

Next Steps:

1. Log into your OFX account

2. Navigate to the Bills section:

   • Click on Bills from the sidebar menu

     

3. Use filters or the search bar to locate the specific bills you wish to export.

   

4. Select the bills from the list

   

5. Click on Download

   

6. Alternately, click on Other actions and then the Export button or menu option within the Bills section

   

7. Choose the date range

   

8. Select the bills statuses you want to export

   

9. Select your preferred export format (e.g., CSV, Excel).

   

10. Click Export to download the file

    

11. Confirmation:

    • A confirmation message will appear, and your export file will be available for download.

      

12. Follow-up actions:

    • Import the exported file into your accounting software if required.

    • Review the exported data to ensure accuracy.

    • Contact OFX Client Service if you encounter any issues with viewing or exporting data.

Why is this important:

Exporting your bills helps you maintain accurate financial records, streamline reconciliation, and ensure compliance with your business’s accounting processes. It also supports integration with external accounting platforms and improves transparency in your financial operations.

Related FAQ Articles:

• How do I upload bills?

• Can I create a bill by emailing my invoice?