What the QuickBooks export does
Because you've been invoicing jobs and snapping receipts in the app all year, your income and expenses are already tallied and categorized. At tax time, SideWRK exports them as QuickBooks-ready CSVs from the Tax Wrap-Up — so instead of re-keying a year of transactions, you import them.
It's the bridge between running the job from your phone and keeping the books in QuickBooks: the same jobs and receipts you logged all year become the rows your accountant needs, without the double entry.
What you can use it for
Skip a year of hand-entry
Your income and expenses export in QuickBooks's format, so nobody's re-typing every job and receipt from a pile of paper.
Hand your bookkeeper clean data
A tidy CSV of categorized income and expenses means your accountant spends time on your return, not on data entry you're paying for by the hour.
Keep one source of truth
The jobs and receipts you logged in SideWRK are the same numbers that land in QuickBooks — no reconciling two different records.
Make tax time a handoff
Export, import, done. The prep work happened all year as you invoiced and scanned receipts.
How to export to QuickBooks
- 1
Run the year in the app
Invoice your jobs and snap your receipts as you go, so income and expenses build up categorized.
- 2
Open Money → Tax Wrap-Up
Find the year-end summary with your income, costs, and expenses totaled and broken out.
- 3
Export the QuickBooks files
Pull the QuickBooks-ready CSVs for your income and expenses.
- 4
Import into QuickBooks
Bring the files into QuickBooks so the numbers land where your books live — no re-typing.
Why it's in the app
The gap between "runs the job from a phone" and "keeps the books in QuickBooks" is usually a shoebox and a lot of manual entry. Closing it means the record you already kept all year does double duty — your invoices and receipts become your books.
It's included, and it works off the same numbers as your tax wrap-up and expenses — one set of figures, exported clean.
QuickBooks — common questions
What exactly can I export?
QuickBooks-ready CSVs of your income and your expenses, generated from the year-end Tax Wrap-Up, so they import into QuickBooks without hand-entry.
Do I need QuickBooks to use SideWRK?
No. SideWRK stands on its own — the year-end summary, CSVs, and a printable preparer sheet work whether or not you use QuickBooks. The export is there for the people who keep their books in it.
Where do the numbers come from?
From the jobs you invoiced and the receipts you scanned during the year — already categorized, so the export is complete instead of reconstructed.
Does this file my taxes?
No. It moves your numbers into QuickBooks (or hands your preparer clean CSVs). You or your accountant file the return — SideWRK does the prep, not the filing.