Exporting Data for Your Accountant
How to get your AskBiz data into a format your accountant, bookkeeper, or finance team can actually use.
What your accountant actually needs
Most accountants do not need your AskBiz dashboard — they need clean, structured transaction data: sales by date, refunds, fees, and net revenue. If you use Xero or QuickBooks and have connected them to AskBiz, your accountant already has access to the financial data via their accounting software. AskBiz is most useful to your accountant for eCommerce channel reconciliation — the sales data from Shopify, Amazon, or Stripe that needs to be reconciled against bank deposits.
Exporting a sales summary
Go to Analyse → Export → Sales Summary. Choose the date range (usually match your VAT period or financial year), the data source (All sources, or a specific channel like Shopify only), and the grouping (by day, week, or month). Select CSV format and click Export. The file includes: date, gross sales, discounts, refunds, net sales, tax collected, fees, and net payout for each period. This format is designed to import directly into Xero or QuickBooks as a journal entry.
Exporting transaction-level data
For a full transaction log (one row per order), go to Analyse → Export → Transaction Detail. Select the date range and channels. This export includes order ID, date, customer ID, product SKU, gross amount, discount, tax, and fulfilment status. Your accountant can use this to cross-reference individual transactions, investigate discrepancies, or provide supporting evidence for a VAT inspection.
Sharing read-only access instead of exporting
A cleaner option for ongoing accountant access is to invite your accountant as a Viewer in AskBiz (Settings → Team → Invite → set role to Viewer). They can then log in and export data themselves on demand, without you needing to manually run exports each month. The Viewer role has read-only access to reports and exports, but cannot modify any settings, data sources, or team members.