Export invoices with VAT info from date

[expertoswp]

Hi,
I need to get some past information from suppliers and invoices.
I have all of them tagged.
How can I export the information, including vat from the system so I can get the totals and pass that to my accountant?

Thanks

[FaradayKeynes]

Better give your accountant access to system OR full backup should have information on this

[QFSteve]

Hello @expertoswp

It depends what detail you require.

You can export directly from the Purchases > Show all Purchases screen

• Selecting the items you want (or applying a search)
• More Options
• Export Date

You can also show extra columns before doing this to get the net vat split as shown below.

There is also a more detailed breakdown in your backup CSV’s

Purchase_Invoice.csv

Purchase_Invoice_Items.csv

[expertoswp]

I was missing the columns part! Thank you!

Maybe that could be activated by default when we activate vat?

[expertoswp]

@QFSteve Exporting will give me the EUR mixed with GBP,

Will the backup file include the converted amounts?

Thanks

[QFSteve]

Hello @expertoswp

It wont unfortunately but it would give you a total amount and an amount in GBP which you use Excel (or similar) to get the figure you are after.

[expertoswp]

GBP is what I need, so that will be fine for this.
I hope you can fix the VAT box 6 issue on your software so we do not need to do this every three motnhs…
Thanks!

[expertoswp]

@QFSteve How did you get that?
I am getting EUR and GBP, not the converted amount:

I suppose I could use the xchange rate, but it another step more…
EDIT: found on the items one… what a big mess of files to get one box 6 number.
I understand now why people just ignore the whole thing and I cannot understand how you do not provide this option…

[expertoswp]

The backup exports do have the VAT but they do not have the project tags, so I need to go one by one checking the invoices.
The export from the list do have the project, but not the VAT number or exchange…
Any other way to get the numbers without looking one by one? (which it seems the easier way to do this with quickfile, not that quick… :))

[FaradayKeynes]

vlook up excel, export both file and play with them