Export for your accountant

Download a year-end summary or the transaction lines for the period you are reviewing.

1 min read · Updated September 9, 2026

Choose the export

  • The year-end pack gives a month-by-month summary and annual totals for the year you choose.
  • The transaction export gives every recorded money line for the period currently selected in Insights.
  • A report export gives your chosen grouping and filters when your accountant asks for a particular breakdown.
  • The accountant's book lists every document issued in your name: receipts, credit notes, and a document for an amount kept from a client who did not attend. All three take their number from one series, so your accountant can check the numbering runs unbroken.

Path: Insights › Exports

  1. Open the Exports section in Insights.
  2. For a year-end pack, choose the year. For transaction lines, first set the period you need in Insights.
  3. Download the file and give it to your accountant together with your records for cash and payments taken outside Gloa.

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