Which plan do I need?
The Free plan can view reports but not export them.
| Plan | Export to Excel | Export to SQL Account |
|---|---|---|
| Free | No (reports for this and last month) | No |
| Basic | Yes, any dates | No |
| Premium | Yes, any dates | Yes |
Does your accountant use SQL Account? In the App under Settings → Export to SQL Account you can see the account codes, already filled in with SQL's standard chart (for example cash 320-0000, bank 310-1000, sales 500-0000). Your accountant can change them there.
What is in the export?
Step by step
Open Reports and choose dates
At the bottom, tap Reports and choose This month, Last month, or Custom dates.
You can also tap Export Excel on the Records page, which exports the records you have filtered.
Export to Excel
Tap Export this period to download the Excel file; if there are receipt photos, they are packed together into a ZIP.
Send the file to your accountant by WhatsApp or email.
Export to SQL Account
On Premium, tap Export to SQL to get an Excel file SQL Account can import: income becomes OR and expenses become PV.
Before the first time, ask your accountant to check the account codes under Settings → Export to SQL Account and change any that are wrong.
What happens if I tap export on the Free plan? You see "Upgrade to export". Basic exports to Excel, and Premium also exports to SQL Account.
Questions
Can I export on the Free plan?
No. The Free plan can view this month's and last month's reports but cannot export. Basic exports to Excel, and Premium also exports to SQL Account.
Can I give my accountant the receipt photos too?
Yes. When you export to Excel, records with scanned receipts have their photos packed into a ZIP with the Excel file.
How do I import into SQL Account?
The Excel file from Export to SQL has income as OR (Official Receipt) and expenses as PV (Payment Voucher). Your accountant imports it with SQL Account's Excel import tool.
What if the account codes are wrong?
Change them under Settings → Export to SQL Account. They start with SQL's standard chart, and Reset to SQL standard puts them back.
Can I export only some records?
Yes. Choose the dates you want in Reports, or filter on the Records page and tap Export Excel.
Does it support LHDN e-Invoice?
Not at the moment. DuitLedger does not support LHDN e-Invoice (MyInvois).
Read next
Month-end books, to your accountant in one tap.
No credit card needed. New accounts get 30 days of Premium, with both Excel and SQL Account export.
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