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Khataby Lacspace
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Sharing & data

Exports and your accountant

The question worth asking of any business app is not what it does but what happens when you leave. Khata's answer is that every report exports to CSV, at any time, at no cost — and that you can delete the account and everything in it from inside the app without asking us.

Before you start

  • A Khata account. Nothing else.

Setting it up

Each step says who does it, so you are never looking for a screen that does not exist.

  1. 1

    Pick the report

    You

    Day book, party ledger, sales, stock, expenses — whichever your accountant has asked for. Set the date range first; exports follow the filters on screen.

  2. 2

    Export

    You

    CSV comes out of both the app and the dashboard. On the dashboard's grid views, JSON is available too where a spreadsheet is not the right shape.

  3. 3

    Send it on

    You

    A CSV opens in Excel, Google Sheets, LibreOffice and every accounting package that imports. Nothing about it is proprietary to us.

What moves, and in which direction

Khata → your file
The rows on screen, with the filters you applied.
Not included
Exports carry your business records. They are not a system backup and do not include account settings or staff credentials.

How to know it worked

  • Open the file before you send it. Row counts should match what the screen showed.
  • If your accountant wants a particular layout, ask them once and export that shape every month rather than reformatting each time.

What this does not do

  • No direct Tally, Zoho or QuickBooks connector. CSV is the bridge.
  • No scheduled or automatic exports — you run them when you need them.
  • No public API to pull data programmatically.

When it does not work

Devanagari text looks like nonsense in Excel.
That is Excel's import encoding, not the file. Import it as UTF-8, or open it in Google Sheets, which detects it correctly.
The export has fewer rows than expected.
It follows the filters and the date range on screen. Widen those and export again.

Common questions