---
title: How to export information to an accounting system integration?
description: This article describes how to export files to your accounting system integration, from The Mortgage Office®.
---

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October 9, 2026

# How to export information to an accounting system integration?

## This article describes how to export files to your accounting system integration, from The Mortgage Office®.

The Mortgage Office® integrates with 2 different providers:[**PeopleSoft**](https://help.themortgageoffice.com/knowledge/how-to-configure-an-accounting-system-chart-of-accounts?hsLang=en#peoplesoft) and **QuickBooks**, though we offer 2 different options for integrating with QuickBooks: **[CSV](https://help.themortgageoffice.com/knowledge/how-to-configure-an-accounting-system-chart-of-accounts?hsLang=en#CSV)** and [**IIF**](https://help.themortgageoffice.com/knowledge/how-to-configure-an-accounting-system-chart-of-accounts?hsLang=en#IIF). 

The Export to Accounting assistant makes it easy to **export** files from The Mortgage Office® and **import** them into PeopleSoft or QuickBooks. 

### To export the file:

- Click on the ![running](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/running.png?width=15&height=15&name=running.png) **Loan Servicing** drop-down menu in the left panel of The Mortgage Office®.
- Click **Tasks & Reports.**
- Under the Accounting System Integration section, click **Export.**
- In the Export to Accounting window, use the ![blank check box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/blank%20check%20box.png?width=22&height=23&name=blank%20check%20box.png) **Select All** or ![blank check box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/blank%20check%20box.png?width=22&height=23&name=blank%20check%20box.png) **Clear All** buttons in the top panel to select **all** or **specific** records to export.
- Click ![OK](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/OK.png?width=59&height=24&name=OK.png) **OK** to continue with the export and create the export file, or ![CANCEL](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/CANCEL.png?width=73&height=29&name=CANCEL.png) Cancel to abort the export.
- **Import** the exported file into PeopleSoft or QuickBooks.

TIPS: 

- Click [here](https://docs.oracle.com/cd/E12341_01/crm9pbr0_run2/eng/psbooks/cbom/chapter.htm?File=cbom/htm/cbom25.htm) to learn how to import into **PeopleSoft.**
- Click [here](https://quickbooks.intuit.com/learn-support/en-uk/help-article/bank-transactions/format-csv-files-excel-get-bank-transactions/L4BjLWckq_GB_en_GB) to learn how to import **CSV** files.
- Click [here](https://quickbooks.intuit.com/learn-support/en-us/banking/how-to-import-file-to-quickbooks-desktop/00/211453) to learn how to import **IIF** files.

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