The Export page is the accountant handoff area in Simple Invoice. It is designed to make it easy to prepare data for bookkeeping, BAS support and end-of-period reporting without manually copying figures from different screens.
Use this page when you need to download a CSV file, send the export directly to your accountant or set up automatic export emails on a schedule. It keeps invoice, payment and expense data in one place so the right records can be shared quickly and consistently.
What The Export Page Is For
This page is built for the person managing the financial records, usually the business owner or the accountant. It is not a payment screen and it does not lodge BAS directly. Instead, it creates accountant-ready data that can be reviewed, filed or imported into another accounting workflow.
Main Features
- Download a CSV export instantly for your own records
- Send the export straight to one or more accountant email addresses
- Choose the date range to match a week, month, quarter or custom period
- Choose what to include in the export, such as invoices, payments or expenses
- Set up automatic recurring export emails
Download Export
The Download Export section lets you generate a CSV file on demand. This is useful when your accountant wants a file right now or when you want to keep a local copy for reconciliation.
To use it, select the date range, choose a custom start and end date if needed, then choose the data you want included. After that, click Download CSV and the file will be generated for the selected period.
Send To Accountant
The Send To Accountant section works the same way as the download option, but it emails the CSV file directly to your accountant or bookkeeper. You can enter one or more email addresses separated by commas.
This is the fastest way to hand over bookkeeping data after a reporting period ends. It is especially useful if you want to keep the accountant updated without having to remember to export and attach files manually.
Automatic Accountant Sends
The automatic send section lets you schedule exports so they are emailed regularly without manual work. You can turn automation on or off, pick weekly, monthly or quarterly timing, set the send hour and decide which day the export should run.
You can also choose the default range preset and the type of data to include. If recipient emails are left blank, the business email fallback is used. This is a good option for businesses that want a predictable accounting handoff every reporting cycle.
How To Use It
- Open the Export page from the Simple Invoice app.
- Choose whether you want to download the file, email it now or automate future sends.
- Select the date range that matches the accounting period.
- Pick the export type, such as invoices, payments, expenses or the combined export.
- Enter accountant email addresses if you are sending or scheduling the file.
- Click the action button to generate, send or save the export settings.
Export Types
- Invoices only for sales record review
- Payments only for cash received tracking
- Expenses only for expense reconciliation
- Invoices, payments and expenses for a full accounting handover
Useful Tips
- Use a custom date range when your accountant needs exact period boundaries.
- Use the combined export if you want one file that covers the full bookkeeping picture.
- Keep recipient email addresses up to date before enabling automatic sends.
- Check the selected range before downloading or emailing to avoid sending the wrong period.
In short, the Export page gives you a simple way to keep your accountant supplied with accurate business records, either manually or on autopilot.
