Export transactions for accounting

Export all transactions from January through March into a CSV that the accountant can import. Include columns for date, transaction ID, payer name, gross amount, fees, net amount, and transaction type. Make sure refunds are separate rows and tag them as refund. Name the file Q1_Transactions_2026.csv and verify that the row count equals the activity count shown on the transactions page.

Before I hand the export to my small-business accountant, make the CSV easy to map: move gross, fees, and net to the left columns, ensure consistent payer name formatting, add a column that marks 'invoice' or 'payment' or 'refund', and create a short summary at the top with totals by type. Highlight any transactions lacking payer info so I can chase missing details.

I exported March and found duplicate transaction IDs and empty fee columns in places. I don't know if my filter or the export template caused this. What is the most likely reason for duplicates and missing columns, how do I diagnose it quickly, and what should I change so the next export comes out clean for the accountant?

Every quarter I spend hours reformatting exports so my accountant can import them. I want a repeatable habit to stop this. What configuration, column order, and naming convention should I standardize now so future exports require minimal cleanup, and which three checks should I run immediately after exporting?