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How to export transaction from Juni

Learn how to use transaction export for accounting, financial reporting and more

Giuseppe Leoni avatar
Written by Giuseppe Leoni
Updated over a week ago

Exporting your transactions from Juni to your accounting system is important to ensure you're getting the most value out of Juni. Follow the steps below to export your transactions:

  1. Log in to Juni.

  2. In the main menu, click Transactions

  3. At the top of the page, click Export

  4. Choose the date range you want to export and click Apply

  5. Set up your preferred exporting format by choosing a default template, a ready-to-go template, or create your template if required by your accounting system

  6. Click Export

Setting up Juni’s custom export format

We want to provide you with the best exporting experience possible. That's why we've decided to offer a custom export format in addition to our pre-made formats. Take the following steps to set up your custom formatting:

  1. Log in to Juni.

  2. In the main menu, click Transactions.

  3. At the top of the Transactions page, click Export.

  4. Click My templates.

  5. Click + Create new template. On this page, you can set up your custom template. You can also choose the column for each of the Juni data fields to be exported into.

  6. Once finished, click Save.

You can now use this custom export formatting whenever you need to export by choosing your new custom format from this list.

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