Export purchases

Download your purchases and purchase line items as CSV files for use in other tools or as a backup.


Need to reconcile your spending in a spreadsheet, or share purchase records with your accountant? Exporting your purchases gives you a complete breakdown of every order placed with your vendors — and you can also export individual line items for a more granular view.

In this article:

Exporting your purchases

The purchases export includes overall order details such as date, vendor, total costs, tax, and shipping.

  1. Go to your Purchases list page.

  2. In the table pagination area, click the Export icon.

Exporting your purchase line items

The purchase line items export breaks down each individual item within a purchase, including quantity, category, and the specific costs associated with each line.

  1. Go to your Purchases list page.

  2. In the Purchases menu, select Purchase Line Items.

  3. In the table pagination area, click the Export icon.

To export specific purchases only, use the Filter options on the left side of the page before clicking the export icon. Only the filtered results will be included in the download.

Downloading the CSV file

After clicking the Export icon, click the bell icon in the upper right-hand corner of the screen. This opens your Notifications tab and shows a link to download the CSV file.

Fields included in the purchases export

The export file contains the following fields:

ID The unique identifier for the purchase.
Date The date the purchase was made.
ETA The estimated arrival date for the purchase.
Code A unique reference number assigned to the purchase for easy tracking.
Vendor The name of the vendor from whom the goods or services were purchased.
Item total The total cost of items before tax, shipping, and discounts.
Tax The tax amount on the purchase.
Shipping The shipping cost for the purchase.
Discount Any discount applied to the purchase.
Grand total The total cost including tax, shipping, and discounts.
Paid Whether the purchase has been paid (Y/N).
Received Whether the goods or services have been received (Y/N).
Notes Additional comments or details related to the purchase.
Created At The date and time the purchase was created in the app. Displayed in your account time zone.
Updated At The date and time the purchase was last updated in the app. Displayed in your account time zone.

Fields included in the purchase line items export

The export file contains the following fields:

Expense ID The unique identifier for the expense.
Expense date The date of the expense.
ETA date The expected arrival date for the expense order.
Expense code A unique reference number assigned to the expense for easy tracking.
Vendor The name of the vendor from whom the goods or services were purchased.
Shop The integration the purchase is associated with, if any (e.g., Shopify, Etsy).
Product (if associated) The specific product linked to the purchase.
Order (if associated) The order number related to the purchase.
Category The purchase category (e.g., materials, labour, overhead).
Quantity The amount of goods or services purchased.
Quantity Type The unit of measurement, defaulting to "item".
Material The raw material associated with the purchase.
Material SKU The SKU code for the material linked to the purchase.
Total price The total cost of the line item, including any proportional discounts, tax, and shipping.
Paid Whether the expense has been paid (Yes/No).
Received Whether the goods or services have been received (Yes/No).
Notes Additional comments or details related to the expense.
Created At The date and time the purchase line item was created in the app. Displayed in your account time zone.
Updated At The date and time the purchase line item was last updated in the app. Displayed in your account time zone.

Need Help?

Still have questions about exporting purchases? Please get in touch and we'll be happy to help.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.