Export and share your reports

Download a report as Excel or PDF

On the Income Statement, Balance Sheet or Cash Flow, choose the download icon, then Excel or PDF. You get the report as it is on your screen, for the period you picked. A list of transactions you opened from the Income Statement can be downloaded the same way.

Every report at once

Export all reports, at the top of Reports, downloads one Excel workbook with your balance sheet, income statement and the transactions behind them. You will be asked to sign in again first, to keep your books safe.

For your accountant

At the bottom of Reports, For your accountant: trial balance & general ledger opens the accounting reports, with a Trial Balance tab and a General Ledger tab. Click an account in the trial balance to see its ledger. Download CSV saves the tab you are on.

An accountant you invite sees these as the Accounting tab on Reports.