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How to Export Financial Information
How to Export Financial Information

Export financial information in one Excel document to pass onto your accountant.

Alan Wong avatar
Written by Alan Wong
Updated over a week ago

Use the Cashing Up report to export financial information in one Excel document to pass on to your accountant. It contains the value of each appointment, service type, payment type and if the appointment was missed.

To get started, select Reports > Cashing Up.

Select the dates you want next to the calendar icon.

Click Export in the blue box to download the data as a .CSV (Excel) or .PDF file.

Having trouble exporting your data? Contact our support team via the blue help bubble and we'll be happy to help! ↘️

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