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 — 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 — 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 — 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 — 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 — it is not the company's books. Don't use it for year-end; use the four exports above. See export formats — what's available 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 — 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) — the five-sheet report workbook
- Download all receipts as a ZIP — receipts ZIP + Company Data Export in depth
- Export formats — what's available today — every export and its format
- Invite your tax advisor — the better path for accountants
- Period checklist and VAT return prep — closing a period before you export