Taxes and planning · Taxes
How can my accountant see changes since the last export?
ComputerPartner portal, then Referrals, Select a client and Changes since export.
PhonePartner portal, then Referrals, Select a client and Changes since export.
Choose a starting date and time in UTC, then Show changes. The list covers payment, expense, invoice and invoice-payment additions, edits, deletions and refund changes. Download all changes as CSV for the review. After a successful journal export, Use last journal export recalls its starting time on this device for this business; another device needs the date entered again. This is a read-only change log with record references and changed field names, not a before-and-after balance comparison. A failed read is shown as an error, never as an empty history.