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How can I download my Journal entries from Loop?

AB
Akshay Balaj
Updated 7 months ago
Before downloading your General Ledger (GL) entries from Loop, ensure you have completed the necessary setup:

  • Map Your GL Codes
  • Link Software to Loop
  • Set Up Location and Class Mappings
Once the setup is complete, follow these steps to download your JEs in csv format. Navigate to the GL Entries Tab located in the bookkeeping section of Loop. There, select your desired location, marketplace, and time range for the JEs you're looking to push. Once your parameters are set, just hit the "Download" button.

For a clear, step-by-step visual walkthrough, refer to the accompanying GIF. This guide demonstrates the process, making it easier to follow.


If you would like to download the transactions related to your JEs just click on the "View Transactions" button and then download the transactions, here is a GIF to guide you.


If you've linked your bookkeeping software to Loop, please refer to this article to learn how to push your transactions to your software.

If you have any further questions please feel free to contact us at support@tryloop.ai
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