Getting your numbers to your accountant

QuickKicks is not an accounting system, but it can give your bookkeeper everything they need.

Download your money data each month

1. Go to Reports > Export.
2. Pick the date range (for example last month).
3. Download the files your bookkeeper needs:

• Transactions: every payment from Stripe, Square and manual entry, with date, type, method, status, amount, fees, net, who paid, and the Stripe or Square id.
• POS sales: one row per front-desk sale.
• Sales tax: taxable sales, tax collected, refunded tax and net tax due, by month and location.
• Memberships: every current and past membership with its billing details.

1. Send the files to your bookkeeper. They open in Excel, Numbers or Google Sheets.

Matching to your bank

Stripe pays out in batches, after fees. Use the fees and net columns in the Transactions file to match each deposit. See "When Stripe pays out and how to read your statements".

QuickBooks Online or Xero

If you want QuickKicks to post entries straight into QuickBooks Online or Xero, email support@quickkicks.app before you connect anything.