1. Login to your CommBiz account

  2. On the top menu, click File Transfer > Export

  3. On the left hand menu, click "Request Transaction History File"

  4. The Request Transaction History page file is displayed

  5. Select your Trust account from the list

  6. Select the date range you would like to export for

  7. For the file format, select "QIF before 2004" format

  8. Click Request File

  9. Click on the "Export File Status List" link

  10. Click on the file at the top of the list and click Save

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