Reports and exports
The reports are book-scoped and dimension-aware, and your way out is always open: every core register exports to CSV in one click.
- Trial balance and balance sheet
- Dimension-filtered income statement
- Customers, vendors, invoices, bills, journals, trial balance
- Statement and document PDFs
Choose the format for the job
- CSV: customers, vendors, invoices, bills, journals, trial-balance activity, and account-ledger activity have export actions.
- PDF: invoices, bills, and customer or vendor statements have document views suitable for retaining or sharing the supported document.
Exports follow your organization's permissions. The available exports are individual datasets and documents, not a full database backup or a promise of one-click migration into another accounting product.
Keep the reporting context with the file
Open the trial balance, select the period, and check its displayed dates before choosing Export CSV. That export carries the screen's date range. The account-ledger export also carries its report filters. Do not assume that every list export uses every on-screen filter: check the downloaded dataset before relying on its scope.
Retain the organization name, reporting period, and extraction date alongside the file. If an export is unexpectedly empty, verify the selected period and permissions before concluding that no activity exists.
What happens after the trial or subscription ends?
The organization becomes read-only. Existing records and reports remain accessible, and permitted exports still work. New editing and posting require a renewed subscription. Account closure and data retention follow the privacy policy; subscription expiry alone does not delete the ledger.
An agent can help assemble the requested records
Specify the organization, dataset, period, format, and destination. An agent using your authorized browser session can navigate to the export, verify that the expected file downloaded, and check its headers and scope before returning it. It should not treat a downloaded sign-in page as a successful export or send financial records elsewhere without your instruction.
Follow the trial-balance export walkthrough, or read how corrections remain visible in the ledger.