Guide 49

Export for your accountant: CSV, QuickBooks or PDF

The year's numbers in a file your accountant can open

The problem

Tax time comes and your accountant wants the year's invoices, payments and expenses. Retyping them from the app into a spreadsheet costs an evening, and the typos cost more.

What Zeus does

Accounting & Data writes what you tick as one CSV, a QuickBooks Desktop .IIF file or an Accountant Pack PDF. Files you hand over, not a connection.

Do this

Start on Accounting & Data

  1. More

    Open the Menu from the bottom bar

  2. Accounting & Data

    Owners and admins see this row

  3. Expenses & Receipts

    All three start ticked; a tap leaves one out

    Look at Included in export

  4. All Data — CSV

    Every ticked section in one file, named with the date

  5. QuickBooks Desktop — IIF

    Clients and invoice entries, for QuickBooks Desktop to import

    Look at Send to accounting software

  6. Accountant Pack — PDF

    Read it on screen first, then save or send it

You now have

A file for your accountant, saved on your phone or sent where you choose.

On screen, not tapped: All Data — Excel, Phone Contacts — vCard

All 6 guides in Account, plan, follow-up & your data