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  3. Reconcile my client's data

Articles in this section

  • How do I add journals?
  • How do I view my client’s balance sheet?
  • How do I view my client’s trial balance report?
  • How do I view my client’s profit and loss report?
  • How do I view the sales invoices of a client?
  • How do I categorise my client’s sales invoices?
  • How do I view a client's credit note?
  • How do I view my client’s bills?
  • How do I categorise my client’s bills?
  • Explain the rounding on bills and invoices
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How do I export my client's data?

You can export your client's data by following these steps: 

  1. Sign in to Accountant Hub
  2. Select the client you want to export the data for
  3. Use the drop-down menu under the client name to select the period you want
  4. Click the 'Export data' button 
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Related articles

  • How do I connect to an existing client's account?
  • How do I view and download my account statements?
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