Starting an accounting export
Generate an export of your data in the format expected by your accountant or software, in a few steps.
Need to share your movements with your accountant, or import them into a management program? Noryo generates exports over a date range of your choice, in several formats. This guide shows you how to start an accounting export, step by step.
Advanced formats on UltraOperational
CSV exports are widely available. The advanced accounting formats OFX and QIF are included in the Ultra plan. See the Subscription screen in the app.
Open exports
From the Analytics section, open the export and statements area.
Choose the date range
Define the period to export, for example a quarter or a full year.
Select the format
Choose CSV for a spreadsheet, or OFX or QIF for accounting software. Ask your accountant which format they prefer.
Generate the export
Start the generation. The file is prepared from your connected accounts over the chosen period.
Retrieve and share
Download the file, then send it to your accountant or import it into your software.
An export is more useful if your transactions are well classified. Before generating, take a look at the filter for transactions to categorise so you do not leave anything out.
CSV opens in any spreadsheet and is good for review. OFX and QIF are made to be imported directly into accounting software. When in doubt, the format requested by your accountant is the one to use.
If something goes wrong
Your export does not match what you expected?
An export stays under your control. You decide who you share the file with. Noryo never resells your data and hosts it in Europe.
Understand in detail the formats available with your plan.