Best Practices for Exporting Historical Data Before Debit Portal Access Ends
Overview: Why This Matters
Beginning January 1, 2026, users with Debit accounts will no longer have access to the POSaBIT Payments portal. Once access is removed, you will not be able to log in or download past reports. To avoid any disruption to your accounting or compliance workflows, export all historical data you may need before this date.
What Data Should I Export?
We recommend exporting any records that are relevant for:
- Financial reconciliation: Deposit reconciliation reports
- Internal accounting and audit purposes
To ensure your records remain secure and accessible, save the files in multiple secure locations (such as your company drive and a backup system).
Preparing to Export
Before you begin:
- Make sure you have valid login credentials for my.posabit.com.
- Confirm you have permission to access the Reporting section.
- Identify the date ranges you need to cover (from the start of operations up to December 31, 2025).
- Allocate time for the task. Large amounts of data are easiest to export one month at a time.
How to Export Deposit Reconciliation Reports
Follow these steps to export your deposit reconciliation reports:
- Log in to my.posabit.com using your account credentials.
- From the navigation menu, select “Reporting.”
- Click on “Deposit Reconciliation Report.”
- Select a date range for your export.Best practice: Export one month at a time to reduce loading times and ensure reliability.
- Click “Run.”
- After the page loads and displays your deposits for the selected date range, click “Export With Transactions.”
[Insert Screenshot: Export button] - Repeat the above steps for each month or time period needed until all historical data has been exported.
Organizing and Storing Your Exports
To keep your exported files organized:
- Save each file in a secure folder by month and year.
Example:POSaBIT_Reconciliation_Jan2025.csv - Verify that each file contains all the expected data before moving on.
- Share the exported files securely with your accounting or compliance teams as needed.
Additional Best Practices & Tips
- Start this process well in advance of the January 1, 2026 deadline to avoid last-minute issues.
- Double-check you have covered all months and all store locations.
- If you encounter missing or incorrect data, contact support right away.
