← Money
Export your numbers for your accountant
Get invoices, payments and print sales out as a file your bookkeeper can use.
MoneyRevenueOpen
The export produces a transaction list for a date range you choose — invoices issued, payments received and print sales, with dates, amounts and GST where it applies. It's designed to be handed to a bookkeeper or imported, not read on screen.
A sensible rhythm
- Quarterly before each BAS, matching your reporting period exactly.
- Annually at the end of the financial year, 1 July to 30 June.
Tip
Export by the period you report on, not by calendar convenience. A file that straddles two BAS quarters creates work for whoever has to unpick it.
Note
The export reflects what's recorded in LumiHQ. Payments taken outside the platform — cash, a bank transfer you never marked off — won't appear unless you've recorded them here.