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Exporting Financials in Digits

Need to share your financials outside of Digits? No problem. Whether you're preparing for a business meeting, audit, or tax filing, exporting your data is fast and flexible.

Exporting Reports

Digits lets you export your reports with just a few clicks:

  1. Go to the Custom Reports tab from the left-hand navigation.
  2. Choose the report you want to export (e.g., Profit & Loss, Balance Sheet, Trial Balance, AR/AP Aging). Hint: you can choose more than one! 
  3. Customize the date range and filters as needed.
  4. Click Export in the top right.
  5. Choose your format: PDF or CSV.


Pro-tip: Use the CSV export if you need to adjust data manually or upload it into another system

Exporting from the Ledger Tab

From the Ledger tab, click the three-dot menu in the top-right corner to access your export options:

  • Download CSV – Grab a .csv of the currently filtered transactions. Great for quick reviews or spreadsheet uploads.
    Pro tip: Apply filters first to export just what you need.
  • Export CSV to Documents – Save the filtered CSV directly to the client’s Documents folder in Digits for internal use or future sharing.
    Pro tip: Apply filters first to export just what you need.
  • Download Financial Package – Export a full financial package including the Ledger, Trial Balance, P&L, Balance Sheet, and Cash Flow reports—perfect for audits, reviews, or client delivery.


FAQs & Related Articles


Need help? Contact our support team. We’re here to make reporting painless.

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