Exports

CryptaCount exports accounting data in multiple formats for use in external systems, audit documentation, and regulatory filings. The exports module under Exports in the sidebar is the central hub for generating and downloading all exportable data.

Exports page with generation options and history

Generating an Export

To create a new export:

Navigate to Exports
Select the export type — the data set to export
Configure parameters — date range, wallets, assets, and other filters depending on the export type
Choose the format — CSV, Excel, or PDF
Click Generate

Exports run in the background. Large exports (covering many transactions or long date ranges) may take a few minutes to generate. The status indicator shows progress, and completed exports appear in the export history.

Export Types

Transaction Data

Export raw or classified transaction data:

All transactions for a date range
Filtered by wallet, chain, asset, or transaction type
Includes transaction hash, date, type, amount, FMV, cost basis, and classification details

Balance Data

Export balance snapshots:

Monthly or as-of-date balances
Per-asset quantities, cost basis, and fair market value
GL account assignments

Journal Entries

Export the complete journal entry record:

Double-entry journal lines with debit/credit amounts
GL account codes and names
Transaction references and posting dates
Hash chain verification data

Financial Reports

Export formatted financial statements:

Trial Balance
Balance Sheet
Income Statement
General Ledger
Cash Flow Statement

Financial report exports include proper formatting with headers, subtotals, and totals.

Rollforward

Export the five-column rollforward:

Opening balance, additions, disposals, revaluation, closing balance
Per-asset detail with GL account breakdown

Reconciliation

Export reconciliation reports:

Check results and findings
Resolution status and recommendations

Export Formats

CSV

Plain comma-separated values. Best for:

Importing into spreadsheet applications
Feeding into external data pipelines
Quick data analysis

CSV exports use UTF-8 encoding with headers in the first row.

Excel (XLSX)

Formatted Excel workbooks. Best for:

Sharing with auditors and stakeholders
Reports that benefit from formatting (bold headers, number formatting, column widths)
Multi-sheet exports (e.g., annual report with separate sheets per statement)

Excel exports include:

Formatted column headers
Proper number and date formatting
Sheet names matching the report type
Frozen header rows for scrolling

PDF

Formatted PDF documents. Best for:

Formal report presentation
Audit documentation that shouldn’t be easily modified
Reports requiring specific layout (e.g., tax forms)

Zoho Export

CryptaCount provides a dedicated Zoho Books integration export under Exports → Zoho.

Zoho CSV Format

The Zoho export generates CSV files formatted specifically for Zoho Books import:

Account mappings — Maps CryptaCount GL accounts to Zoho chart of accounts codes
Journal format — Exports journal entries in Zoho’s expected import format
Date formatting — Uses Zoho-compatible date formats

Configuring Zoho Mappings

Before exporting to Zoho:

Navigate to the Zoho export section
Map your CryptaCount GL accounts to Zoho account codes
Save the mapping configuration

Once configured, subsequent Zoho exports use the saved mapping automatically. Update the mapping if your Zoho chart of accounts changes.

Export History

The exports page maintains a history of all generated exports:

Export name — Type and date range
Format — CSV, Excel, or PDF
Generated at — Timestamp of when the export was created
Size — File size
Status — Generating, Ready, or Expired

Downloading

Click Download on any completed export to save the file. Exports are available for download for a limited retention period — download promptly after generation.

Regenerating

If you need an updated version of a previous export (e.g., after correcting classifications), generate a new export with the same parameters. Previous exports are not modified — each generation creates a new file.