How to download accountant reports from JobSheet

Steps

1. Open Reports from the sidebar or More menu.
2. Under Period, pick the range you need: This month, Tax year, This quarter, Last 30 days, Last 90 days, All time, or Custom range (set From and To dates).
3. Wait for the summary and funnel to load for that period.
4. Scroll to Exports.
5. Download the files your bookkeeper needs:
   • Summary CSV: matches on-screen counts and GBP totals
   • Invoice register (accountant): one row per invoice in the period
   • Quote register: one row per quote in the period
   • VAT period (MTD prep): net, VAT, and gross per invoice row (issued-date basis; useful for Making Tax Digital prep)

Tips

• Money in and Waiting to be paid on the summary reflect invoice statuses you set in JobSheet, not bank reconciliation.
• Enable UK VAT in Workspace for meaningful VAT column splits on exports.
• For a quick snapshot without exports, Dashboard shows today’s activity and KPI counts.

Related guides

• Download your reports summary (CSV)
• Enable UK VAT in Workspace
• Reports & activity feature guide