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Data Export into Other Accounts Packages

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John Menzies

17 Dec, 2025 03:50 AM

Our new accountants use XERO and we need to export data for some accounts to a csv file. This is of course possible - but there is important data missing, principally Tags. We need to use csv not QIF. QIF does have tags in export - but not CSV - where tags are missing

Seems there is no work around and I would like to minimize the amount of manual editing. We use Tag extensively. Please advise.

1. 1 Posted by dwg on 17 Dec, 2025 04:20 AM

   

   A report like the Transactions Filter report will contain tags and you can save to a CSV file

   The Extract Data Extension will also extract the transaction details including tags.

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2. 2 Posted by Stuart Beesley ... on 17 Dec, 2025 07:01 AM

   

   Extension: extract data

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3. Support Staff 3 Posted by Maddy on 17 Dec, 2025 01:27 PM

   

   Hi John,
   The Extract Data extension (version 1046) isavailable under Extensions → Manage Extensions → Extract Data.

   This tool allows you to export your data to screen or CSV. Once exported, you can open the file in Excel to filter, sort, and analyze your data.

   Please keep us posted on your progress, Thank you!

   --
   Maddy, Infinite Kind Support

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