#### **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)

#### **All amounts are shown in your workspace's currency**