Export Any Report to Your Accountant in 2 Minutes
How to export AskBiz POS sales, inventory, and transaction data for your accountant — and how the Xero/QuickBooks integration eliminates manual exports entirely.
Key Takeaways
- AskBiz reports can be exported to CSV from Operations > Reports using the export icon or CSV button.
- The Xero and QuickBooks integrations in Operations > Integrations eliminate manual exports by syncing automatically.
- Always set the correct date range before exporting — your accountant needs the period to match their filing period.
- The Audit Trail export provides a full transaction history for any period — the most comprehensive data for accountants.
Two ways to share AskBiz data with your accountant
You have two options for getting AskBiz data to your accountant: manual CSV export (takes 2 minutes, produces a spreadsheet file) or automatic Xero/QuickBooks sync (takes 10 minutes to set up, then runs daily without any manual action). The integration is the better long-term solution, but the CSV export is useful for ad-hoc requests, specific date ranges your accountant needs, or if you're not yet on an accounting software platform.
Step 1 — CSV export from Operations > Reports
Go to Operations > Reports. Set the date range to the period your accountant needs (e.g. the previous month). Click the export icon (download arrow) at the top right of the screen. AskBiz generates a CSV file containing: all transactions, payment methods, cashier attribution, product-level revenue and costs, discounts applied, and refunds. This single export gives your accountant the full picture for the period. Most CSV requests from accountants can be fulfilled in under 2 minutes.
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Start for free →What to include in your export for quarterly VAT
For VAT reporting, your accountant needs: total Revenue (inclusive of VAT), total VAT collected, total COGS, and a transaction-level breakdown. The AskBiz Audit Trail export (Operations > Audit > export) provides all of this. For each transaction it shows the date, amount, payment method, and VAT applied. Combined with the Revenue and Gross Profit summary from the Reports hub, this is sufficient for most UK or Kenya VAT return preparations.
Setting up the Xero or QuickBooks integration
Go to Operations > Integrations. Find Xero or QuickBooks in the list and click 'Connect →'. You'll need your accounting software login credentials. Once connected, AskBiz syncs sales, refunds, and inventory movements to Xero/QuickBooks daily — automatically, without any manual export. Your accountant can then log into Xero/QuickBooks directly and see all POS data reconciled. This integration is the single biggest time-saving feature for businesses with a bookkeeper or accountant on retainer.
What your accountant actually needs vs what you think they need
Most accountants need: (1) Total Revenue for the period, (2) Total COGS, (3) A list of any large unusual transactions (voids, refunds above a threshold), and (4) Confirmation that all transactions are recorded (no cash sales off the books). AskBiz provides all four from the Reports hub export. Before sending a large raw export, ask your accountant what format they prefer — some prefer the summary (items 1–2), others want the full transaction level (Audit Trail export). Matching the format to their need saves everyone time.