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Reports & account

Export sales, inventory and payroll reports

Download CSV and PDF reports for accounting, inventory, and payroll.

Open Reports in the dashboard and choose Sales, Inventory, or Payroll. Set your date range and filters, then click Export.

File formats

Sales and item-level reports export as CSV for QuickBooks, Xero, or Excel. Summary dashboards can export as PDF for sharing with partners or accountants.

Scheduled exports

On supported plans, schedule weekly or monthly exports to an email address or connected accounting integration under Reports → Scheduled exports.

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