Exporting Your Data
You can export your financial data as CSV files for accounting, tax reporting, or record-keeping. The export button is available in the Finance section header.
Exports use CSV format, which opens directly in Excel, Google Sheets, Numbers, and most accounting software.
How to Export
Open the Export dialogue — Click the Export button in the top-right corner of any Finance page.
Select what to export — Choose one of three export types: Ledger Entries (all transactions — bookings, fees, refunds, commissions, transfers), Payouts (completed payout transfers to your Stripe account), or Invoices (your platform billing invoices).
Set a date range (optional) — Pick a start and end date to export only a specific period. Leave empty to export all records.
Click Export — Your CSV file downloads automatically.
Large Exports
Most exports download immediately. If your export contains more than 1,000 rows, it runs as a background job instead:
You'll see a confirmation that the export is processing
You'll receive a notification when the file is ready to download. The CSV includes a summary section with the export parameters.
Who Can Export
The export button is only visible to users with the FINANCIALS_EXPORT permission. By default, workspace Owners and Admins have this permission. If you don't see the Export button, ask your workspace Owner to check your role.
Tips for Accountants
Export Ledger Entries for a complete transaction history with amounts, types, and dates
Export Invoices for a record of what OnSeason has billed your workspace
Use the date range filter to match your accounting period (monthly, quarterly, or annual)