Exports and accounting linksIn OptiTax

Exports and accounting links10

• Sage and Xero export files

  CSV files shaped for the accounting package your books live in.
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• QuickBooks export

  Export in the format QuickBooks imports.
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• Financials pack on WhatsApp or email

  Income statement and trial balance sent to you on request.
  Open the tool
• Debtors, creditors and ledgers with age analysis

  Who owes you, who you owe, and for how long.
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• Everything for your accountant in one ZIP

  Sheets, history, VAT201 figures and receipts in one download.
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• Slips as CSV and a ZIP of images

  Download your slip list and every photo.
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• Spreadsheet export of every figure

  The figures and how each was reached, in a file you can open.
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• Change history for every slip

  See every change made to a slip, and export it as a spreadsheet.
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• Printable "what we read" slip sheet

  A printable sheet of what was read off a slip.
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• Summary PDF by chat

  Ask for a summary PDF and it is sent to you.
  Try it