How to Access and Export Financial Data from Moovs
Exporting financial data, such as charges, payouts, and invoices, from Moovs is a straightforward process. This data is essential for tax reporting and financial planning. Follow the steps below to ensure you can retrieve and document the necessary information:
Step-by-Step Guide for Exporting Charges and Payouts
Navigate to the Finances Section: Open the Moovs platform and click on the Finances option in the left-hand menu.
Select Payouts or Payments: Choose the Payouts tab for credit card fees or the Payments tab for total transaction fees, depending on your needs.
Export Data: Click the Export button to download the data. If a date range selector is available, set it to cover the desired period (e.g., January 1–December 31) before exporting, as an alternative to downloading month-by-month.
Important Notes:
Monthly Exports: Moovs generates exports one month at a time. However, if a date range selector is available, you can set it to cover the entire year (e.g., January 1–December 31) before exporting, as an alternative to downloading each month individually.
Combining Data: After downloading the files, you can combine them into a single spreadsheet using tools like Microsoft Excel or Google Sheets.
Saving and Printing Reports
Accessing and Exporting Invoices
To view and download invoices for Moovs subscriptions and services:
Log in to your Moovs account and navigate to the Billing/Invoices page.
Use the Load More button at the bottom of the page to reveal older invoices. If older invoices (e.g., from previous years) do not appear initially, this feature will help you access them.
If the Load More button does not work on mobile devices, try the following:
Clear your mobile browser cache and history.
Use a different browser or switch to a desktop browser.
Key Distinctions Between Financial Data Types
Moovs Subscription Invoices: Include charges for platform subscriptions and Moovs marketing services.
Google Ads Spend: Billed separately and not included in the Moovs invoice list.
Transaction Data: Includes credit card fees and total transaction fees, accessible via the Operator Dashboard.
Troubleshooting Common Issues
If you encounter issues with the Load More button or exporting data, try the following:
Clear your browser cache and history.
Use a different browser or switch to a desktop device.
Once you have consolidated the data into a single file, you can save it as a PDF or print it for documentation purposes. This ensures you have a comprehensive record of your financial transactions. By following these steps, you can efficiently manage and document your financial data in Moovs.