Numbers for the accountant
How do I get a file for the accountant?
There's no video on this page yet. The answer is the real one. When we film it, this same page gets the tape.
Go to Dashboard → Reports and click Export. Choose Payments CSV, Refunds CSV, AR Aging CSV, an Excel workbook, an executive one-pager PDF, or the CSV suite. Downloads are generated on demand.
Read exporting reports.
How it actually works
Export is a file you asked for. It is not a live QuickBooks pipe we have not sourced here.
Easy to mix up
- You have to screenshot the dashboard for taxes.
- Export is a nightly email whether you asked or not.
Export reports
Read exporting reports.