Exporting payments for your accountant
Diese Anleitung ist auf Englisch.
A plain table with all payments, in the layout accountants know from Fresha (Payment transactions): one row per payment with payment date, payment no., sale date, sale no. (the invoice number), appointment reference, client, location, team member, transaction type (Sales, Deposit or Refund), payment method, payment amount, tip and currency. No title above it and no total row below it, so accounting software or Excel reads it straight away. Dates are day/month/year hour:minute:second in the salon's time zone, amounts are numbers; a refund is negative.
Wo du es findest
So funktioniert es
- Reports → By payment method (or another report on payments), pick the period and any filters, then Options → For your accountant (Excel) or For your accountant (CSV).
- The file holds exactly the payments shown in the report.
- The regular Excel (.xlsx) and CSV remain: those follow the columns and grouping on screen, with a header and a total.
Gut zu wissen
- Teammitglieder brauchen die Berechtigung „Reporting“. Die Inhaberin oder der Inhaber legt das unter Settings → Team → Roles and permissions fest (die App ist auf Englisch).
Wenn etwas nicht klappt
The sale no. is empty for a payment.
The sale no. is the invoice number. A deposit for an appointment that has not been checked out yet has no invoice; after checkout the number appears.
Passende Anleitungen
- All reports: what you can exportUnder Reports you find all the numbers of your salon, by group. Sales: Sales, Services, Revenue by hour and day, Discounts, Discount codes, Gift cards, Surcharges and discounts, Options and Invoices. Money: Profit and loss (received, revenue, tips, tax, expenses and result), By payment method, Deposits, Unpaid appointments, Expense list, VAT by rate and Refunds. Appointments: Appointments, Cancellations and no-shows, Busiest days and hours. Team: Team performance, Tips, Hours worked and Time off. Clients: Client list, Top clients, Clients who stopped coming, New clients and Reviews. Stock: Stock and value, Product sales and Stock movements.
- ReportsAll the numbers of your business, to put together yourself
- Connecting accounting software (QuickBooks, Twinfield)Two ways to get your numbers to your accountant. Free on every plan: the export as CSV or Excel, with per line the date, client, service, revenue, VAT, payment method, commission and net. As an add-on: the Accounting connection, which sends every sale, invoice and VAT line to your accounting software automatically, such as QuickBooks or Twinfield. It costs 15 euros a month per location in the eurozone (proportionally in other regions) and works with every plan.
- Financial overviewRevenue, how people paid and what is left after commission
Hat dir diese Anleitung geholfen?
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Öffne in NOZAIA den Support unten in der Seitenleiste (auf dem Handy: im Menü unter deinem Namen). Er weiß, auf welchem Bildschirm du bist, und wenn er nicht helfen kann, geht deine Frage an unser Team.
Zuletzt geprüft am 27. Oktober 2026