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Exporting reports for your accountant

Generate CSV and summary exports for expenses, income, payroll, and tax summaries your accountant can import.

7 min readUpdated March 28, 2026

Available exports

Reporting supports period filters, category breakdowns, and multi-entity consolidation for groups with several workspaces.

  1. Open Reporting → Exports and choose report type.
  2. Set date range to match your accounting period.
  3. Select format (CSV, PDF summary) and download.
  4. Share via secure link if your firm supports it.

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