Monthly overview for your accountant

Last updated: 1 minute read

Under Export you download a file per month with everything Boekvogel has booked, so your accountant can put Shopify and Moneybird side by side.

What is in it

Per row: date, kind, reference, document type, the Moneybird id, the currency, the amount excluding VAT, the VAT, the amount including VAT, the payment methods and whether it has been paid. The three amounts are what Moneybird booked, so they always add up.

One warning

Bookings that are still waiting for attention are not in the file — after all, they are not booked. The screen reports how many there are, so you do not walk out with an incomplete overview.

Tip. Clear the “Needs attention” list first and only then download the month. That way the file is right straight away.
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