Export reports as CSV
Download the Deals, Payments and Gross CSVs for any date range. The QuickBooks file and QuickBooks Online have their own pages under Books and accounting.
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Reports has three plain CSV downloads: deals, payments and gross. They are for owners, admin managers and accounting. Sales can open every Reports tab but does not see the export buttons. The balanced journal entries for QuickBooks have their own page, the QuickBooks file, and entries can also post to QuickBooks Online automatically.
Every export uses the date range you have selected at the top of Reports. Set the range first, then export.
Pick the date range first
The date range applies to every export. The picker lives in the toolbar at the top of every Reports tab.
- Go to Reports.
- Pick a preset: This month, Last month, Last 30 days, Last 90 days, Year to date, or All time.
- For a specific window, click Custom range, pick a start date, then an end date, and click Apply.
The range you choose shows up in the downloaded file name (for example deals_2026-06-01_to_2026-06-30.csv), so the file still makes sense later in your Downloads folder.
Export the CSV reports
These three CSV downloads each cover exactly the selected range. Deals CSV and Payments CSV live in the toolbar at the top (on every tab); Gross CSV is a section action on the Sales and Financial tabs, not in the toolbar.
- From any Reports tab, find the toolbar at the top.
- Click Deals CSV for every sold deal in the range (vehicle, customer, deal type, selling price, tax, doc fee, other fees, who sold it).
- Click Payments CSV for every deal payment in the range, including voided ones, for bank reconciliation.
- On the Sales tab (under Sales by make & model) or the Financial tab (under Gross by salesperson), click Gross CSV for per-vehicle front-end gross (selling price, acquisition cost, added costs, gross, margin %).
Deals CSV, Payments CSV and Gross CSV are for the Owner, Admin manager, and Accounting roles. Sales does not see them.
The gross on the Reports tabs is front-end only: selling price minus acquisition and reconditioning cost. F&I and fee income post to the books as income, so they show in the Books area's posted gross and in the QuickBooks file.
Are these files safe to open?
Yes. Every CSV this app produces is run through a formula-injection guard before download. A cell that begins with a spreadsheet formula trigger (=, +, -, @) is automatically neutralized, so a stray value typed into a vehicle field or imported from an auction sheet can't execute when you open the file. Genuine numbers like -500 are left untouched.
FAQ
My export came up short or empty. Why?
The export only includes activity inside the selected date range. Widen the range (try All time) and check that the relevant deals are actually marked sold and that payments are recorded in that window.
Which date format do the files use?
Dates are written as YYYY-MM-DD, and the file is UTF-8 with a byte-order mark so Excel on Windows opens names and special characters correctly without prompting.
Can I export a single custom period, like one quarter?
Yes. Click Custom range, pick the start and end dates, click Apply, then run any export. The download will cover exactly that window.