How to Export Financial Reports for Accounting
Estimated Reading Time: 3 minutes
Applies to: All Plans
Quick Summary
Trainin provides multiple export options to support your accounting workflow. You can export detailed sales data, download all invoices, or generate financial summaries for a specific reporting period.
Why This Matters
Having access to accurate financial exports helps you keep your bookkeeping organized and makes it easier to share financial data with your accountant. Depending on the level of detail required, you can choose between detailed transaction exports or summarized financial reports.
Step by Step Approach
Step 1: Export detailed sales transactions: Go to Finances > Sales
– Use the export option to download a detailed overview of individual sales items. This export provides a granular breakdown of products, payments, and transactions.
Step 2: Export all invoices for accounting: Go to Finances > Invoices
– Export your invoices in Excel, CSV, or PDF format to share them with your accountant or store them in your financial administration.
Step 3: Generate financial summaries for reporting periods: Go to Reporting
– Use the reporting section to view and export financial summaries for monthly, quarterly, or custom date ranges.
Step 4: Review VAT reporting if needed: Go to Reporting > Financial Reports
– This section provides an overview of VAT amounts for the selected period, which can help prepare your tax reporting.
Best Practice
Choose the export type that matches the level of detail your accountant requires. Detailed exports from Finances > Sales are useful for transaction-level analysis, while reports from Reporting are better suited for period-based financial summaries.
Review detailed transaction exports in Finances > Sales
Download invoice records from Finances > Invoices
Generate period-based financial reports in Reporting
Pro Tips
Export financial data regularly (for example monthly) to keep your accounting up to date.
Use Finances > Invoices when your accountant needs the official invoice documents.
Use Reporting when preparing quarterly or yearly financial overviews.
If you work with an external accountant, you can add them as a staff member so they can access and export the reports themselves: Go to Settings > Staff. This option is available in Pro and Premium plans.
Common Questions
Which export should I send to my accountant?
– This depends on the level of detail required:
Finances > Sales provides detailed transaction-level data.
Finances > Invoices exports the full invoice records.
Reporting provides summarized financial reports for a selected period.
Can I export invoices in different formats?
– Yes. In Finances > Invoices, you can export invoices in Excel, CSV, or PDF format.
Can I export financial summaries per quarter or month?
– Yes. In the Reporting section you can generate reports for monthly, quarterly, or custom time periods.
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