How do I export a report to PDF or CSV in Kontuly?
Every report in Kontuly has Export PDF and CSV buttons at the top right. Set the period, date and options you want on screen first: both exports use exactly what's showing.
- Open the report and set its period or As at date and options.
- Click Export PDF for a printable copy laid out as on screen, or CSV for a spreadsheet.
- Choose where to save it. You'll see "PDF saved" or "CSV saved" with the file's location.
What's in the PDF?
The report as on screen, with a heading showing your business name, the period or date, your ABN if you've entered one, the currency and when it was prepared. The file name starts with your business name, the report name and the period, for example "Harbour & Co - Profit and Loss - 2026-07-01 to 2026-09-30.pdf". Wide reports (the General Ledger, the aged reports and the GST Report in Detail view) print in landscape.
What's in the CSV?
The same rows and columns, with the report heading at the top. Amounts are plain numbers with a minus sign for negatives, and dates are year-month-day, so they're easy to work with in Excel, Numbers or Google Sheets.
What should I keep for each BAS?
A PDF of the GST Report for the period. See How do I prepare my BAS figures?
What does my accountant usually want?
At year end: the Profit and Loss, Balance Sheet, Trial Balance, General Ledger and Bank Reconciliation for each account. Kontuly can also export your books in formats Australian practices import; see Kontuly for accountants and bookkeepers.
Related questions
- How do I run a Trial Balance or General Ledger in Kontuly?Kontuly's Trial Balance lists every account's debit or credit balance at a date; the General Ledger lists every transaction behind each account.
- How do I prepare my BAS figures in Kontuly?Kontuly's GST Report prepares the G1, 1A and 1B labels of your BAS, plus PAYG labels if you set them up. Here's how to run it for your BAS period.
- Do I need to do a year-end close in Kontuly?No year-end close is needed in Kontuly. Last year's profit moves into retained earnings automatically. What to do at year end instead.
More about accounts and reports
- How does the chart of accounts work in Kontuly?Kontuly's chart of accounts sorts every dollar into accounts by type and report group. What a new business starts with and how it shapes your reports.
- How do I add, edit or archive an account in Kontuly?Add a new account in Kontuly's Chart of Accounts, change its code, name or GST code, or archive one you don't use. What can't change once it's used.
- How do I post a manual journal in Kontuly?Post a manual journal in Kontuly for adjustments with no invoice or bank line, such as accruals, depreciation or corrections. Debits must equal credits.
- How do I void or reverse a journal in Kontuly?Void a manual journal in Kontuly to post a reversing entry on the same date. Which journals must be corrected elsewhere, and what blocks a void.
- How do I lock a period after lodging a BAS in Kontuly?Set the lock date in Kontuly's Settings so nothing dated on or before it can be posted, changed or voided, protecting a lodged BAS or a finished year.