How do I export my Account Statement data?

You can manually download your Aspire business account statements into your preferred accounting tool or export format.

There are many 3rd party accounting tools available. While we do not integrate directly with every one of them, you can still send your Aspire business account statements into your accounting tool manually, using the Export Data feature of Aspire.

Follow the steps below on how to export your Account Statements:

1. Click on "Transactions" and then "Export". Or you can directly click on Export Data under ACCOUNTING on the left side menu on Aspire.
   
2. Apply the filters for your data, including account, date, transaction type and more. 
   
3. Select the Export Format and FileType. Formats available are: Deskera, Freshbooks, Jurnal, Peak, Sage 50, Wave, Zahir, Zoho Books, Xero, QuickBooks, Osome, and NetSuite.

You can import these files directly into the Bank Statement or Bank Feed section of your accounting tool, for the specific Bank Accounts. 

Accounting Statement formatting

The following fields will be exported as part of the Default .CSV file from Aspire

Transaction ID - UUID of the transaction

Type - debit/credit

Amount <currency> - total amount of the transaction

Counterparty - counterparty of the transaction

Reference - transaction reference

Budget - if available

Category - aspire spend category

Internal Note - if available

Balance <Currency> - balance of the account after the transaction

Timestamp - YYYY-MM-DD HH:MM:SS

Card holder - card holder name, if transaction is from the card

Card name - name that is put on the card, depending on its usage

Card number ending with - last 4 digits of the card