The four exports that cover year-end
There is no single "Export everything" button. There are four purpose-built exports, and a typical year-end uses two or three of them:
1. Invoice list: CSV or PDF
On the VAT Return Preparation page (under Invoices), pick a quarter (every quarter of the current and previous year is selectable) and you get a VAT-by-rate table plus three download buttons:
- CSV: 18 columns per invoice: number, dates, vendor, net / VAT rate / VAT / gross, plus multi-currency base amounts converted at ECB rates, status, and category.
- Posting-batch CSV: a simplified hand-off file your accountant's software can import. It includes a payment-evidence column (payment date plus the masked IBAN of the paying account) and appends a plain-text warning listing any invoice marked paid without payment evidence.
- PDF: a printable A4 invoice list with a bold totals row and invoice count in the footer.
The export supports date-range filtering, and the range applies to the invoice date, the date printed on the invoice, not the day you uploaded it. That matches how tax periods are scoped.
2. Accounting reports as XLSX
One Excel workbook with five sheets: Chart of Accounts, Profit & Loss, General Ledger, Trial Balance, and a financial-position summary (a draft summary by default; a proper Balance Sheet once your tax advisor maintains the ledger). Period-filterable, accrual or cash basis. See accounting reports as Excel for the details and where each role downloads it.
3. Company Data Export (encrypted ZIP)
From Settings → Data Export: the whole company as structured data, meaning invoice CSVs (incoming and outgoing), bank transactions with masked IBANs, trading partners, company master data as JSON, and the five accounting reports as CSVs, plus a manifest with a SHA-256 hash per file. The ZIP is AES-256 encrypted; the password is shown exactly once on screen and never emailed. Delivery is a direct download or an emailed single-use link valid 24 hours. Full breakdown: download all receipts as a ZIP.
4. All-Receipts ZIP with the original files
The Company Data Export contains data, not the source documents. For the original PDFs and photos, your connected tax advisor triggers the All-Receipts ZIP from their Reports tab, with the same encryption and delivery model.
The personal GDPR export is a different thing
Your personal account data export (GDPR right of access) is JSON-only and covers your user data, not the company's books. Don't use it for year-end; use the four exports above. See which export formats exist today for the complete matrix.
If your accountant wants access instead of files
Most tax advisors prefer continuous read-only access over a yearly ZIP: they see corrections the moment you make them, flag issues in the app instead of over email, and can pull their own exports (including per-client CSVs and the receipts ZIP) whenever they need them. Invite them via invite your tax advisor; advisors never count against your team seats.
Troubleshooting
My download link stopped working. Links are single-use: emailed links expire after 24 hours, direct re-download tokens after 1 hour. Re-run the export. Every run builds a fresh file from current data, which is usually what you want anyway.
I lost the ZIP password. It's shown once and never stored in plaintext, so there is no recovery. Trigger a new export and save the new password.
The export won't start. Exports are rate-limited to 3 builds per hour per user. Wait and retry.
Fewer invoices than expected in a quarter. The date filter uses the invoice date. A March invoice uploaded in May belongs to Q1, not Q2.
Multiple companies. Exports are scoped to the active company, so switch companies and export each one separately.
I'm about to delete my account. Export first. After deletion and the 30-day grace period, the encryption key is destroyed and the data becomes permanently unreadable. See delete your account and export your data.
Related
- Accounting reports as Excel (XLSX) describes the five-sheet report workbook
- Download all receipts as a ZIP covers the receipts ZIP and the Company Data Export in depth
- Export formats and what's available today lists every export and its format
- Invite your tax advisor is the better path for accountants
- Period checklist and VAT return prep walks through closing a period before you export