Overview
Downloading your Loop transaction history is a simple way to keep your records organized and synced with your accounting software.
Whether you’re reconciling expenses, matching receipts, or preparing month-end reports, Loop lets you export transaction data in just a few clicks.
How to export your transaction history
Go to your Transactions page
Log in to your Loop Dashboard.
Click Transactions in the left-side menu.
Select the account type
Choose the type of account activity you want to view:
Cards – for all Loop Card transactions.
Payments – for outgoing vendor or supplier payments.
Accounts – for all deposits, withdrawals, and transfers.
Filter your transactions (optional)
Use filters to narrow down by date range, currency, card, or user.
This helps you export only the data you need for reconciliation or reporting.
Click Export → CSV
In the top-right corner, click Export and select CSV.
Download and upload to your accounting software
The CSV file will download to your device.
You can then upload it directly into your accounting platform (e.g., QuickBooks, Xero, or Wave) for easy reconciliation.
Notes
CSV exports include transaction details such as date, merchant, amount, currency, and cardholder name.
The exported file can be opened in any spreadsheet software (e.g., Excel, Google Sheets).
FAQs
Can I export data for a specific team member or card?
Yes. Use the filters to select a specific card or user before exporting.
What if I need a different file format (e.g., XLSX or PDF)?
Currently, Loop supports CSV exports. You can open the CSV in Excel or Google Sheets and save it in another format if needed.
Can I export transactions by month or quarter?
Yes. Use the date filter to select a specific time period before exporting.
Does exporting affect my live account data?
No — exporting is a read-only action and won’t change or remove any data in your Loop account.