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How to export a list of accounts and groups

Export a list of accounts & groups , from a date range in a csv file format.

Manage your accounts and groups by exporting a detailed list in Westpac Live.

Step by step guide

In the Exports and reports section, navigate to the Accounts and Groups section and select Export CSV file.

 

In the Accounts and groups export section, enter the date range or select a preset range. Select the account/s you would like to view (optional) and then select Export.

 

Note: If you do not select any accounts, the file will automatically export all accounts. If you would like to select multiple accounts, select the select multiple option and choose the accounts you would like to export.


 

Useful tip

QBO and OFX formats are available when you select just one account to export.

The file type required will depend on the accounting software package you are using.

 


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