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Export for your accountant

Give your accountant the month's books as one file for Tally, QuickBooks or Xero, so nothing is typed twice.

Who can do this: Anyone with the View finance permission: Tenant admin and the Accountant role by default.

Download the month

  1. Open Finance → Reports and click Export for your accountant.
  2. Choose the Month. Last month is chosen for you.
  3. Choose the file: Tally, QuickBooks Online, Xero, a spreadsheet of every line, the trial balance or the chart of accounts.
  4. Leave One entry a day for the till's sales ticked: the accountant gets one entry a day for the till instead of one for every sale.
  5. Click Download and send the file to your accountant.

The file holds every posting dated in the month, including reversals, so the month balances. Export again after a late correction.

For Tally

  1. The first time, download Tally: ledgers and import it in Tally (Import → Masters). It creates your accounts as ledgers under the standard groups.
  2. Each month, download Tally: the month's vouchers and import it (Import → Transactions in TallyPrime, Import of Data → Vouchers in Tally.ERP 9).

The accountant can move a ledger to another group in Tally; the name must stay the same.

For QuickBooks Online or Xero

QuickBooks Online: Settings → Import data → Journal entries. The account names in the file are your Sevo account names; create or rename accounts in QuickBooks to match, once.

Xero: Accounting → Manual journals → Import. The account codes in the file are your Sevo codes; the accountant maps them to the Xero chart once. VAT is already on its own lines, so type the name of your no-VAT rate in Xero in the export window.

Both use dates as day/month/year.

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