The export your bookkeeper wants
Last updated September 13, 2026
There is no QuickBooks or Xero connection in LakeOps, on purpose. What there is: a revenue report that exports one row per completed job — the date, the customer, the property, the service, the pieces, what was billed, the tax on its own line, what was collected and what is still owed — which is exactly the shape a bookkeeper imports as a batch of sales receipts.
“Can it talk to QuickBooks?” is the second question a bookkeeper asks, right after “where are the invoices.” The honest answer to both is the same: LakeOps makes no invoices and keeps no connection to QuickBooks or Xero alive. What it does instead is give the bookkeeper the one file they actually want.
The report
Open Reports → Revenue, set the window — a month, a season, the year — and press CSV. Every completed job in the window is one row: the completed date, the customer, the property, the service, the number of pieces worked, what was billed before tax, the sales tax on its own line, what has been collected net of refunds and what is still owed.
That is the shape of a sales receipt import. A bookkeeper who imports it once a month, or once a season, has every job in the books with its tax broken out and nothing typed twice. The receipt numbers are QuickBooks’ own; LakeOps never issues one.
The amounts carry no currency symbol or column. Every job is in your account’s currency — US dollars, or Canadian dollars for a Canadian account — so the file is one currency throughout.
The money
There is no separate payments report to export. The payments themselves come from two places:
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Settings → Export everything includes
payments.csvandrefunds.csv: every payment — a card or bank payment through LakeOps Payments, or a check the office recorded by hand — with its job, amount, currency, method, date and the LakeOps fee on it, and every refund against the payment it came off. They are the raw records, so amounts are in cents. See exporting your data. - Your Stripe dashboard has what only Stripe knows: each payout, the payments inside it, and Stripe’s processing fee. That is the one to open when a deposit has to be matched to the jobs it paid for.
The revenue report’s screen also shows the total LakeOps service fee for the window, net of what refunds gave back — see the LakeOps Payments fee.
Why there is no sync
A live connection to an accounting system is a thing that breaks in April, when a shop that went quiet for the winter comes back to an expired login on the day it wants its books. A file the bookkeeper imports cannot expire, and it works with whichever accountant you have next year.
Still stuck? Ask us — or go back to the help center.