Exports

Export finalized transactions from Kraal or post them directly to ERPNext. Kraal supports multiple export paths to match your workflow.

Export paths

Method	Use case
Direct to ERPNext	Reconciled transactions link directly to payment entries or journal entries in the client's ERPNext instance. This is the primary path for most workflows.
CSV (QuickBooks)	Standard CSV formatted for QuickBooks Online and Desktop import.
CSV (Generic)	General-purpose CSV for Xero, Sage, and other accounting tools.

TIP

For clients on Kraal with ERPNext, reconciled bank transactions are already linked to accounting entries — no separate export step is needed. CSV export is primarily for feeding data into external systems.

Posting to ERPNext

When you reconcile bank transactions in the Reconcile view:

• Approved matches are linked to payment entries or journal entries in the client's ERPNext instance.
• New entries can be created directly from the reconciliation interface.
• All entries use proper double-entry accounting in ERPNext.

How to export (CSV)

1. Navigate to Transactions and select your client.
2. Ensure all transactions for the period are reviewed and approved.
3. Click Export at the top of the transaction list.
4. Select your export format.
5. Download the generated file.

Export contents

Each CSV export file includes:

• Date — Transaction date
• Account — The mapped chart of accounts category
• Description — Original transaction description
• Amount — Debit/credit amount
• Vendor — Mapped vendor name (if available)

Importing into QuickBooks

After downloading the CSV:

1. Open QuickBooks and go to Banking > Upload transactions.
2. Select the account you want to import into.
3. Upload the CSV file from Kraal.
4. QuickBooks will show a preview — confirm and import.

Re-exporting

You can re-export transactions at any time. If you make corrections, simply export again.