Open the report
Under Books open Reports and pick one, such as Trial balance. Set the From and To dates and press Run, because what you see on screen is what gets exported.
Pick the format
At the top of the report are three buttons:
- Export XLSX: an Excel file you can keep working in.
- Export CSV: a text file other programs can open.
- Export PDF: a copy ready to send or print.
For one account's movements
For individual movements, open the Account statement report from Reports, choose the account and dates, and press Run. It exports as XLSX and CSV only, as it can be very long, and each export covers one account.
For an invoice or document
Open the issued document and press Download PDF. Invoices sent to ZATCA also have an XML button in their e-invoicing section, which downloads the electronic file.
Have it sent to you
On the Reports screen press Schedule to receive a report regularly instead of exporting it each time, which has its own guide.
Export works report by report, and no single button exports all the books. The customer and product lists have no export button.
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