I want to send my income & expenditure to my accountant how can i do it
Monthly returns that I can send to Accountant,
So I want to send copies of invoices & copies of expensies
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Hi there,
If you wish to send the details of your invoices and expenses, you can very well export them in the CSV or XLS format and send it to your accountant. You can refer this help document to know the steps to export your data.
https://www.zoho.com/invoice/help/import-export/export.html
While choosing to export the data, you can set a custom date range (“Current month” in your case) and export the invoices/expenses created in that range alone.
You can also try generating the “Invoice details” report and “Expense details” report and export it if that would suit your needs better.
For any queries on this, you can write to
support[at]zohoinvoice[dot]com
Regards,
Reshma.