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How to

Download a CSV from Westpac Business

Follow our instructions below:

  1. Under ‘Balances and Reporting’ select 'Export'

  1. Create a 'New Export Profile'

  1. Name the profile, the file to be generated (unimportant really), and select the format ‘CSV dd/mm/yyyy’.

  2. Select the relevant account and date range.

  3. Click 'Continue' and 'Confirm' on the next page.