Export accounting data for QuickBooks or Xero

What you will accomplish

Download a finance-ready file for QuickBooks or Xero, then optionally create a recurring schedule for the same accounting handoff.

Before you start

• Accounting export is available on Business and above.
• Review the revenue, expenses, and COGS recorded in Formuley for the date range you need.
• Ask your accountant whether they want the general CSV or Journal Entry CSV format.
• The current workflow does not create or maintain an OAuth connection to QuickBooks or Xero. Your finance team imports the downloaded file through its normal accounting process.

1. Open Accounting Export

Go directly to /costs#accounting-export. When an accounting card in Integrations is marked export-ready, Open accounting export takes you to the same section.

2. Choose the export period and contents

Set Start Date and End Date. For the general CSV, choose whether to include revenue, expenses, and COGS. Revenue rows can include related formula and batch references; expense rows can include type and vendor context.

3. Choose the format and download

Choose one of the formats shown in the form:

• CSV creates a general transaction handoff with date, type, category, description, amount, currency, and available source context.
• Journal Entry CSV creates debit-and-credit rows for a double-entry import workflow.

Select the download action, save the generated .csv file, and review it before importing it into QuickBooks or Xero.

4. Validate the first accounting import

Start with a short date range. Confirm account mapping, dates, currency, revenue, expenses, and COGS with the accountant before importing a larger period. The export prepares records; it does not decide the accounting treatment for your books.

5. Create a recurring handoff

Below Accounting Export, use Export Schedule Manager to choose weekly or monthly frequency, the run day, format, and included data. A scheduled export uses the same CSV or Journal Entry CSV choices; review the active schedule whenever the close process changes.

Check your work

• The downloaded filename includes the selected date range.
• The file opens with the expected headers and no spreadsheet formula execution from exported text.
• The totals agree with the Formuley records you intended to include.
• A test import maps cleanly in QuickBooks or Xero before the full period is posted.
• Any recurring schedule shows the intended frequency, format, and contents.

If something does not look right

• If the export is unavailable, confirm the active account has Business-or-higher accounting-export access.
• If a section is empty, confirm records exist inside the selected dates and that the relevant inclusion option is on.
• If the accounting application rejects the file, retry with a shorter date range and verify its import mapping and required account names.
• If you expected live sync, use the export/import handoff; direct OAuth accounting sync is not the current workflow.

Next steps

• Set up cost tracking
• Review margin signals in Profit Guardian
• Connect Shopify and monitor sync health