Download the monthly accountant export

Step by step

1. Open Settings → Export in the company you want to export.
2. Select the month when the bank transactions were booked.
3. Check that relevant bills and receipts are matched to those transactions before building the package.
4. Click Download ZIP and wait for the archive to finish downloading.
5. Open the ZIP and inspect the included invoices, receipts and original statement PDFs.
6. If a document is missing, correct its transaction match or booking month in the relevant feature, then download a fresh package.

What is included

The ZIP includes a transaction CSV for the selected booking month, original statement PDFs covering those transactions, matched incoming invoice files and matched issued invoice files where a file is attached. Unmatched invoices are left out. A manual paid status without a matched bank row does not by itself include an invoice.

If a document is missing

Check the booking month and confirm that the document is matched to the right transaction. Resolve the match in Bills or Transactions, then download the export again. For a broader company-data archive, use Settings → Privacy instead.

Check the result

This package contains matched financial documents for the selected booking month. Use Settings → Privacy for a broader company data export.

Before you download

Your role needs export access. Review unresolved matches and reporting-currency differences first. Keep business invoice files separate from GoodCompany subscription invoices, which you download from Settings → Billing.

Check the handoff

Open the ZIP and check its month, CSV and expected invoice files before sharing it. This package is a monthly accounting handoff, not a full company archive. If the download fails, retain the error message and retry after checking access; do not delete source records to resolve an export error.