Export for your accountant

What they expect, and where to find it.

Documents

Quotes, invoices and credit notes export from Profile → Documents & statements. You can also set your accountant's e-mail to send them directly.

Entries

The accounting export covers your issued documents and payments, in a format a practice can read.

What to check first

Numbering. A gap or a duplicate makes the accounts unreliable, and it's slower to fix afterwards. Profile → Diagnostic flags it.

Export for your accountant