Finance
Accounting Export Template
The column layout your bookkeeper is asking for. ServeHub has no CSV export button — build the file in this shape and invoice data lands in the right places in your GL.
Columns
The fields to carry across, each one taken straight off a ServeHub invoice.
invoice_numberInvoice number
issue_dateIssue date
due_dateDue date
customer_nameCustomer name
contract_idIf applicable
job_idIf applicable
subtotal_amountSubtotal amount
tax_amountTax amount
total_amountTotal amount
paid_amountPaid amount
paid_atDate paid
statusStatus
How to use it
Filter the invoices you need in ServeHub (date range, status).
Build a spreadsheet with the columns above, one row per invoice. ServeHub has no CSV export, so this step is manual.
Match those columns to the import template in QuickBooks, Xero, or whatever your accountant uses.
Tips
Use invoice_number as the external key to avoid duplicates.
Include contract_id/job_id to tie revenue to projects.
Normalize tax codes per your accounting system.