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How can I export a report for a certain business?
How can I export a report for a certain business?
Ashleigh Rockwell avatar
Written by Ashleigh Rockwell
Updated over a week ago

Want to export a report for a single business? The following reports can be exported for specific Businesses:

  • Business Mileage by Business

  • Business Expenses by Business

  • Business Expenses by Category

  • Business Income by Business

  • Business Time by Business

  • Schedule C

  • Form 1065 (for LLC and LLP)

  • Form 1120 (for C Corp)

  • Form 1120-S (for S Corp)

  • Profit and Loss

To export one of these reports for a specific business:

  1. Tap the 3 dots in the top left corner of the mobile app, then select reports. In the web app, click Reports on the left side of the screen

  2. Select one of the reports listed above

  3. Select “Email Report”

  4. Select “Businesses” field

  5. Select the business(es) you want to include in the report

  6. Select “Save”

  7. Select desired date range

  8. Select “Export Report”

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