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How can you export invoices for tax purposes?
How can you export invoices for tax purposes?
Updated over a week ago

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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