Exporting billables to CSV

Pull any filtered view of your billables into a CSV — for QuickBooks, a CPA, or your own spreadsheet analysis.

Updated 2026-04-24 · Edit this page on GitHub

title: "Exporting billables to CSV" description: "Pull any filtered view of your billables into a CSV — for QuickBooks, a CPA, or your own spreadsheet analysis." order: 4 category: "billables" updated_at: "2026-04-24"

Every page that shows billable data has an "Export CSV" button. The export matches the current filters exactly — filter to provider=Smith, status=paid, date range=Q1 2026, and your CSV contains only those rows.

How to export

  1. Navigate to the Billables page (or any Analytics panel with an export button)
  2. Apply the filters you want (provider, payer, status, date range)
  3. Click Export CSV in the top-right
  4. Browser downloads a file named like billables-2026-Q1-smith.csv

Exports are always RFC 4180-compliant — Excel, Numbers, Google Sheets, QuickBooks, and Pandas all read them cleanly.

Columns

Depends on the source view, but billables exports always include:

  • billable_id
  • submitted_at
  • paid_at (null if not paid)
  • denied_at (null if not denied)
  • status
  • cpt_code
  • provider_label
  • payer_label
  • charge_amount
  • notes

Analytics panel exports include the aggregated columns for that panel (e.g., Revenue Overview exports include the monthly buckets).

Row limit

10,000 rows per export. If your filter matches more than 10K, the CSV is truncated and the filename includes -truncated. Narrow the date range or switch to the REST API for larger pulls.

Audit trail

Every export writes a row to the audit log:

  • action = "billable.exported" or "analytics.exported_csv"
  • meta.row_count, meta.filter_hash, meta.downloaded_by

Owners + admins can see exports in /admin/audit.

For QuickBooks / accounting imports

The CSV format works with QuickBooks' "Import Receipts" flow:

  • Map billable_id → Receipt #
  • Map submitted_at → Date
  • Map charge_amount → Amount
  • Map cpt_code + provider_label → Memo (concat them)

Save your QBO mapping once; subsequent imports reuse it.

For your CPA

Your CPA typically wants quarter-level exports filtered by paid_at date range. Export quarterly (or monthly if they prefer) and email the CSVs — no PHI per anonymous codes, so no BAA friction.

If you hit a problem

  • CSV opens as one column in Excel: change Excel's regional settings or use the Text-to-Columns wizard; Rounds writes comma-delimited per RFC 4180
  • Missing data you expected: check filters; blank provider or payer filters include rows with NULL values
  • Row count cap hit: switch to the REST API for larger bulk pulls
  • Other: support@ralthealth.com