Exporting POS Transaction Data
Export your POS sales, inventory, and staff data as CSV or PDF. Send reports to your accountant, import into spreadsheets, or back up your records.
What you can export#
AskBiz POS lets you export your transaction history — every sale, refund, and amendment with full line-item detail — plus a dedicated VAT report for your accountant. Both export as CSV from your POS dashboard.
How to export#
From your POS dashboard, set the date range you want, then tap Export (or Export VAT for the VAT-specific report). The CSV downloads straight to your device — there's no PDF option today even where it might be shown, and no scheduled/automatic email delivery, so treat exporting as something you do on demand rather than something you set and forget.
Importing exported data into other tools#
CSV exports from AskBiz POS are formatted for easy import into:
- Excel or Google Sheets — open the CSV directly, all columns are labelled
- QuickBooks or Xero — use the accounting platform's bank/sales import feature. AskBiz CSVs include the date, description, and amount columns these platforms expect
- Other BI tools — the CSV format is standard and compatible with any tool that reads comma-separated files
If your accounting software is connected to AskBiz, POS data flows automatically — you do not need to export and import manually.
Frequently Asked Questions
Was this article helpful?
Still stuck? Email our support team.