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How can you export invoices for tax purposes?

You can export all of your invoices to CSV or Excel in one simple download.

To export all invoices that have been matched to transactions:

  • Go to the Account screen

  • Tap 'Transactions and statements' and select 'Export transactions' and select CSV or Excel export type

  • Select "Main account" and the date range

  • Toggle to include Invoices

  • Tap 'Review export'

  • Tap 'Export'

We’ll give you a unique link that will allow you to share this data securely for up to seven days. However, you can delete this link at any time.

To export individual invoices:

  • Go to the Invoice screen

  • Select the appropriate invoice

  • Tap the three dots in the top right-hand corner, which will allows you to export the individual invoice as a PDF

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