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How to give your accountant the sale, purchase and cash books

Basic, Silver and Gold

Every register your accountant asks for, for any dates you choose, as an Excel sheet or a PDF.

  1. Open Books & Exports. Set the From and To dates first — every register on the screen follows them.

    Open Books & Exports. Set the From and To dates first — every register on the screen follo

  2. The sale register is every sales invoice in the range. XLSX opens in Excel; PDF gives a printable copy.

    The sale register is every sales invoice in the range. XLSX opens in Excel; PDF gives a pr

  3. The purchase register and the cash and bank book work the same way.

    The purchase register and the cash and bank book work the same way.

  4. The bill-wise detailed export is laid out the way Marg expects it, for an accountant who works in Marg.

    The bill-wise detailed export is laid out the way Marg expects it, for an accountant who w

  5. The stock register lists every item with its stock.

    The stock register lists every item with its stock.
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