Exporting Data for Accounting

Exporting Data for Accounting

Export your TallySpark data for your accountant, bookkeeper, or other financial software.

What You Can Export

• Invoices - All invoice data with line items
• Payments - Payment records and methods
• Expenses - Expense records with categories
• Clients - Client database
• Products - Product catalog
• Reports - Summary reports

Export Formats

• CSV - Universal spreadsheet format
• Excel - Microsoft Excel format
• PDF - For reports and summaries

Exporting Invoices

1. Go to Invoices
2. Apply any filters needed
3. Click Export
4. Choose format and date range
5. Download the file

For Your Accountant

Common exports for accounting:

• Monthly invoice summary
• Payment records with details
• Expense report by category
• Revenue vs expenses summary

Tax Preparation

For tax time, export:

• Annual revenue summary
• Tax-deductible expenses
• Payment method breakdown
• Client revenue report

Data Fields Included

Invoice exports include:

• Invoice number and date
• Client name and details
• Line items and amounts
• Tax calculations
• Payment status and dates

Scheduling Exports

Set up automatic exports:

• Monthly invoice reports
• Weekly payment summaries
• Quarterly expense reports