There were no completed sales in that month. Check the month you picked.

My accountant also wants an itemised list.

Open Sales report, press Export and choose Statement (CSV) for every sale line by line.

How to export sales for your accountant.

The accounting export gives your accountant one set of monthly CSV files instead of a pile of receipts.

Who it is for: Owners and accountants
Plan: Every plan (Basic, Advance and Team)

Download the month

Open Reports, go to All reports and choose Accounting export.
Pick the Month and press Apply.
Check the on-screen tables: Sales summary, Payments by method and SST summary, each with a Month total.
Press Sales summary (CSV), Payments by method (CSV) and SST summary (CSV) to download each file.
On plans with stock tracking, press COGS summary (CSV) for cost of goods sold.
Send the files to your accountant.

Accounting software

The files are laid out for import into SQL Account, AutoCount or Bukku, which are common in Malaysia. Any spreadsheet or accounting tool can open them as plain CSV.

Why the totals can differ from the sales report

Days follow order completion time and net sales are gross sales minus discounts and refunds, so a figure can differ slightly from the sales report for the same calendar day.

What your customers see

Nothing changes for customers.

Common problems

The month is empty.: There were no completed sales in that month. Check the month you picked.
My accountant also wants an itemised list.: Open Sales report, press Export and choose Statement (CSV) for every sale line by line.

More in Reports and insights, or start with the getting started guide. Still stuck? Contact us.