Expensify offers flexible options to search and export expenses and reports in various formats. You can export them directly to an accounting integration, as a CSV, or as a PDF—right from the web or mobile app.

Export Options

• Accounting integration: Export directly to your connected accounting software.
• CSV export: Choose a default or custom template.
• PDF export: Download full reports, including receipts and notes.

Export as CSV

Web

1. In the navigation tabs (on the left on web, and at the bottom on mobile) on the left, select Reports > Expense Reports.
2. Check the box next to the expenses or reports you want to export, or use the top checkbox to select all.
3. Click Selected at the top.
4. Select Export from the dropdown.
5. Choose one of the following templates:
   • Basic Export – Simplified, essential fields (date, amount, merchant, category, receipt URL).
   • All Data – Expense Level Export – One row per expense with full data.
   • All Data – Report Level Export – One row per report with summary data.
   • Custom Templates – Any template created by you or your Workspace Admin (if available).

You’ll receive a message from Concierge with the exported file.

Note: Report-level templates only appear if you select full reports (i.e., all expenses in the report).

Mobile

1. In the navigation tabs (on the left on web, and at the bottom on mobile) at the bottom, select Reports > Expense Reports.
2. Tap the three-line icon in the top-right corner.
3. Choose between Reports or Expenses.
4. Check the box next to the items you want to export, or use the top checkbox to select all.
5. Tap Selected, then choose Export.
6. Choose a default or custom export template as described above.

You’ll receive the export in a Concierge message.

Note: Report-level templates only appear when full reports are selected.

Export as PDF

1. Open the individual report you want to export.
2. Click More in the top-right corner.
3. Select Download as PDF.

The PDF will include:

• All expenses
• Attached receipts
• Report notes

How to export reports to an accounting integration

If your workspace is connected to an accounting integration (such as QuickBooks Online, Xero, NetSuite, or Sage Intacct), you can export one or more approved reports directly from the Reports page.

1. In the navigation tabs (on the left on web, on the bottom on mobile), select Reports > Expense Reports.
2. Check the box next to each report you want to export.
3. Click Selected at the top.
4. Select Export from the dropdown.
5. Select the name of your connected accounting integration.
6. If any selected reports have already been exported, a confirmation modal will appear. Click Export again to proceed, or Cancel to go back.

Note: The accounting integration export option only appears when all selected reports belong to the same workspace and that workspace has a connected accounting integration. Only reports that are eligible for export will show this option.

How to mark reports as exported

If you exported reports outside of Expensify and want to track them as exported, you can mark them as manually exported in bulk:

1. Select one or more reports on the Reports page.
2. Click Selected at the top.
3. Select Export from the dropdown.
4. Select Mark as exported.
5. If any selected reports have already been exported, a confirmation modal will appear. Click Export again to proceed, or Cancel to go back.

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FAQ

Can I export one line per report?

Yes, use the All Data – Report Level Export template. All other templates will export one line per expense.

Can I export in PDF or XLS format?

• CSV/XLS – Available for raw expense data.
• PDF – Available for full reports only.

Can I download individual expenses as a PDF?

No, PDF export is only available for full reports.

Can I customize the columns in the CSV export?

No, the columns follow a fixed template.

How do I export to an accounting integration?

Your workspace must be connected to a supported accounting platform. Select one or more approved reports on the Reports page, click Selected > Export, and choose your connected integration name from the dropdown. Learn how to connect an integration in the QuickBooks Online, Xero, NetSuite, or Sage Intacct connection guide.

How do I receive my export?

• Basic Export: Downloads immediately to your device.
• All other templates: Concierge will send the export file to you via direct message.

Can I export expenses or reports in bulk?

• CSV export: Yes, select multiple or all items.
• PDF export: Must be downloaded one at a time.

Why do I see a 404 error when clicking a receipt URL?

Make sure you’re logged into your Expensify account in the same browser when clicking the receipt link.

The data looks wrong in Excel. How can I fix it?

• Long IDs may appear in scientific notation. To avoid this:
  1. Open Excel and go to File > Import.
  2. Select your CSV and follow the prompts.
  3. Format the report/transaction ID column as Text.

Why do the numbers look incorrect in the export?

Switch your spreadsheet program’s formatting to Plain Text or Number format to prevent scientific notation (e.g., 1.79e+308).

Why are leading zeros missing in my export?

Excel may remove them automatically. To prevent this:

1. Open Excel and go to File > Import.
2. Select your CSV.
3. Set columns with leading zeros to Text format.