Send reports to your accountant
1 minute read · updated 27 Oct 2026Export any report as an Excel or PDF file and share it.
Step 1: Pick the period
On Reports, choose the period you need.Step 2: Export
Tap Export report, then Excel or PDF. Excel opens in Excel or Google Sheets.Step 3: Share
Tap Share report and send it on WhatsApp or email.
Plan needed Exports are part of the Starter and Business plans.
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