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Sales & reports

Giving your bookkeeper what they need

One CSV export covers most accountants' asks.

Exporting

On Sales, pick your date range and press Export CSV. You get one row per ticket with subtotal, tax, card line, platform fee, tips, and net.

What accountants usually want

  • Monthly gross sales
  • Sales tax collected
  • Total fees paid (platform fee plus card cost on debit and cash-equivalent sales)
  • Net deposits, to match the bank statement

All five are in the export.

At tax time

Run the export for January 1 to December 31 and send the single file. That's usually the whole ask.

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