Exports

ANNA does things a bit differently. Since the whole bank lives in a chat interface, getting your statement is literally as easy as sending a text message. No digging through menus required. Sorted in seconds. How easy it to file a tax return with Dead Simple Accounting?

PayPal is a staple for many of our clients, from freelancers to e-commerce sellers. While the platform is great for getting paid, navigating the reports section can sometimes feel a bit clunky. Here is how to grab the statements and data we need to keep your accounts sorted. Note: While PayPal provides these reports, they … Read more

SumUp is brilliant for taking payments on the go, and getting your data out is just as easy. Whether you prefer the app or the desktop site, here is how to get your payout reports over to us so we can keep your accounts sorted. Option 1: The Desktop Way (Recommended) We generally prefer you … Read more

Exporting your bank statements from Virgin Money is a straightforward process that enables efficient financial management and seamless sharing with your accountant. Follow these steps to download your statements: By regularly exporting your statements, you maintain accurate financial records, facilitating smoother accounting and tax preparation. How easy it to file a tax return with Dead … Read more

Exporting your Amex bank statements in CSV format is quick and simple, making it easier to manage your finances or share data with your accountant. Follow the steps below to download your transactions. How easy it to file a tax return with Dead Simple Accounting?

Log in to Halifax Online Banking (desktop version only – this feature isn’t available on the mobile version). Select the account from which you’d like to download statements. Click on the ‘Statement Options’ menu on the right-hand side, then select ‘Monthly PDFs’. Choose the months you wish to save or download. Click ‘View PDF’ to … Read more

What is a CSV file? A CSV file is a type of Excel spreadsheet that contains all your transactions within a selected date range. It’s the most efficient way for an accountant or bookkeeper to review your transactions and prepare your accounts. Using a CSV file saves time on printing, posting, processing – and sometimes … Read more

Exporting your bank statements from HSBC Kinect is quick and easy, making it simple to manage your financial records or share data with your accountant. Follow the steps below to download your statements. Step 1: Open the App Open and log in to the HSBC Kinect app. Begin by selecting the account you wish to … Read more

Exporting your bank statements from Revolut is quick and easy, making it simple to manage your financial records or share data with your accountant. Follow the steps below to download your statements. How easy it to file a tax return with Dead Simple Accounting?