Export a report to CSV, Excel or PDF
Every statement exports as CSV, Excel or PDF from the Export menu, and Financial package (zip) bundles them for your CPA. Export is free on every plan.
In Accountable: ReportsUpdated September 29, 2026
Steps
Step 1: Open Reports and pick the statement and months.
Step 2: Press Export.
Step 3: Pick CSV, Excel or PDF for this statement, or Financial package (zip) for all of them at once.
Good to know
- The General ledger export has every line with its date, account, vendor, memo, debit and credit.
- For everything, documents included, use the data room export.