How to Export Transactions from Upwork (2026 Guide)

Follow these steps to export your Upwork transactions as a CSV file. Once exported, you can use any of our converter tools to transform the data for your target system.

Export Steps

Log in to your Upwork account

Open your web browser and go to upwork.com. Sign in with your freelancer credentials. The transaction history export is only available through the web interface, not the mobile app.

Navigate to Reports

Click on 'Reports' in the top navigation menu. From the dropdown, select 'Transaction History'. This page shows all your financial activity including earnings, service fees, and withdrawals.

Select the Payments tab

The Transaction History page has two tabs. The 'Payments' tab (selected by default) shows all payments and refunds. Stay on this tab to export your earnings and fee records.

Filter by date range and transaction type

Use the date range selector to set the start and end dates for the period you want to export. You can also filter by transaction type (Hourly, Fixed, Service Fee, Withdrawal) or by specific contract to narrow the results.

Tip: Upwork retains transaction data for up to five years. If your history spans more than one year, consider exporting in smaller date ranges for manageability.

Download the CSV file

Click the 'Download CSV' button to generate and save the transaction history file. Small requests (under 1,000 transactions) process within 30 seconds and download directly. Larger exports may take up to two hours and will appear in your Downloads folder when ready.

Warning: The CSV download is limited to 1,000 transactions per export. If you have more transactions, break the export into smaller date ranges and combine the files afterward.

Verify the exported data

Open the CSV in Excel, Google Sheets, or another spreadsheet application. Each row represents one transaction with columns for date, reference ID, type, description, amount, and running balance. Confirm the totals match your Upwork dashboard.

Identify service fee entries

Upwork charges a tiered service fee (10-20%% of earnings). These appear as separate rows with a negative amount and a type of 'Service Fee'. When importing into your accounting software, these fee entries should be recorded as expenses, not income.

Required Transactions Fields

Field	Type	Description	Example
Date	Date/Time	Transaction date	Jan 15, 2024
Ref ID	Text	Transaction reference ID	1234567890
Type	Text	Transaction type	Hourly
Description	Text	Job title or description	Web Development Project
Amount	Currency	Transaction amount	500.00

Your Upwork export must include these fields for successful conversion.

Next Step Once you have exported your transactions, use one of the converter tools below to transform your file.

Frequently Asked Questions

Upwork exports transactions as a CSV (Comma Separated Values) file, which can be opened in Excel or Google Sheets.

The file is usually downloaded to your browser's default Downloads folder. Check your Downloads folder or look for the download notification.