How do I export my numbers for my accountant?
Download a year of orders, expenses and ad spend as an Excel file, with or without every receipt, from the Money summary.
Step by step
- Open Money → Summary.
- Pick the year in the year selector at the top.
- Scroll to "For the accountant".
- Click "Download Excel" for the spreadsheet only, or "Excel + receipts (ZIP)" to get the spreadsheet and every receipt in one file.
What is inside
- A monthly summary for the year.
- Every paid order, with its payment reference.
- Every approved expense.
- The daily ad spend.
- For a store outside Israel, a sheet of sales tax by state, with the sales tax collected beside revenue.
The ZIP adds every receipt, named by date and supplier, next to the spreadsheet, so the annual report needs nothing from your phone.
- Only an approved expense is exported. A receipt Pulse read but you have not approved is left out. See expenses and receipts.
- Downloading needs permission to read finance, and each download is recorded in the store’s security log.
- The workbook is in your store’s language.
Tip Revenue figures in the export are your turnover. They are not your profit. For profit, see revenue and real profit.
Questions
Can I export a past year?
Yes, pick the year in the selector at the top of the screen.
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