To see the interactive tutorial, click the link below:
In addition to just creating reports, CSV files are accepted by many programs and tools as a way to import information from your Squirrel Street account!
TIP: A CSV file is one with Comma-Separated-Values. This is a common import file type to many accounting and financial software. When creating this export, select what character you would like to be placed between each value/column (delimiter). Then, when you go to import this, enter the same character as the delimiter and your software will automatically pull your information into proper rows and columns.
Create a CSV file from your Squirrel Street receipts
- Log into your account and click on Receipts.
- To export receipts, check the boxes next to the receipts you want to export, click the Choose Action drop-down menu and select Export Selected Receipts. (You may wish to set parameters by filtering your receipts beforehand)
- Then it will prompt you to enter your email address, the report will be run, and then sent to your email address.
4. The report will follow the format below (you can expand yours by enlarging the fields)