Using CSV Exports with Rho

How to export CSVs for reconciliation

If you're not taking advantage of Rho's direct integrations, you can use Rho's custom CSV exports to add Rho transaction data to your accounting software.  

  1. Navigate to the relevant tab you want to export (Banking, Accounts Payable, Expenses, etc.).
  2. Click Export.
    Screenshot 2024-06-18 at 9.16.29 AM.png

  3. Select the date range & the fields you want included in your export.
  4. Download CSV.

Screenshot 2024-06-18 at 9.16.17 AM.png


Note: For QuickBooks Desktop, you can use their batch import transaction process or convert the CSV into a Quickbooks-compatible file.