TradeZero Export Guide
Export TradeZero trades for Journalit as a plain CSV file. This guide uses the CSV export path and avoids the Excel-style XLSX statement format that does not match the importer.
Bottom line
Export from TradeZero as CSV. Do not use the XLSX
or Excel statement export for Journalit imports.
Overview
CSV only
TradeZero may offer more than one export format, but Journalit expects the CSV version.
Quick verification helps
A fast check of the first row and file extension catches most import issues before you waste time.
Date range matters
If the export looks incomplete, the selected history window or account filter is usually the reason.
Keep the raw file
Do not convert, clean up, or resave the export before import unless you are deliberately troubleshooting.
What Journalit expects
Most common mistake
If the file will not import, check the extension first. A file opening in Excel is not
the problem. A file actually saved as .xlsx instead of .csv
is the problem.
Export trades from TradeZero
Open the export area
Sign in to the TradeZero platform, then go to the area where your trade history is available. Depending on the interface, this may be under Reports, Account, Trade History, or Executions.
Choose the trade history you want
Set the date range you want to export and confirm you are looking at the correct account or filtered history before downloading the file.
Export as CSV
Select CSV as the export format.
Do not choose XLSX, Excel, or a statement workbook format.
Download the file
Click Export or Download and save the file to your computer.
Verify the file quickly
Before importing, confirm the downloaded file is actually a .csv and that the first row contains column headers such as date, symbol, side, quantity, and price.
Quick validation before import
Correct extension
The file ends in .csv, not .xlsx.
Headers on row one
The first row contains field names, and trade data starts after that.
Comma-separated structure
If opened in a text editor, the file looks like normal comma-separated CSV data.
Expected history range
The exported rows match the date range and account you intended to export.