How CSV exports help with Excel, Google Sheets and accountants

CSV exports are useful when you want Bizwazi records in a spreadsheet-friendly format.

Steps

• CSV files can usually open in Excel, Google Sheets, LibreOffice, and similar tools.
• CSV files are useful for filtering sales, expenses, transfers, and other records.
• Sales, expenses, and transfers can include account names to make records easier to read.
• An accountant or bookkeeper may prefer CSV files for checking one month or one business period.
• CSV exports can help you sort, filter, total, or compare business records outside Bizwazi.

Useful tips

• Use CSV when you want spreadsheet analysis.
• Use ZIP when you want a complete backup.
• Check the date range before sending CSV files to someone else.