Overviews, reports and exports

As a business owner you see your key figures on the Overview and export your invoices to CSV. The full reports (such as balance sheet and profit & loss) are produced by your accountant in Booko.


View your figures


  1. Go to Overview.
  2. Income & expenses shows your Income, Expenses and Result. These amounts are Based on your invoices · excluding VAT.
  3. Choose the Year and view the Monthly figures.
  4. On Revenue, the top shows what is Outstanding, Overdue and Paid this month.


Export to CSV


  1. Go to Costs or Revenue.
  2. Set filters if needed (for example a period with From and Through).
  3. Click Export. You download a CSV file of the filtered documents.


Reports from your accountant


In the client workspace, accountants find Accounting > Reports: Balance sheet, Profit & loss, Period comparison, Trial balance, General ledger, Cash flow and Annual report. Exchange & export includes the XAF export. Want such a report as a business owner? Ask your accountant via Messages.


Still stuck?


  • Data unavailable or Totals could not be loaded.? Click Try again.
  • Figures look wrong? First check that all invoices are processed (To review tab on Costs). If there's still a difference, ask your accountant or ask for a colleague in the chat. The chat can't check amounts in your administration.

Updated on: 28/09/2026

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