Hello @usertangataataahua20,
You can create documents by downloading an Excel copy of your financial data. Let me show you how.
- Go to Reports.
- Select the drop-down menu of the financial data you wanted to create a document with.
- Click Download.
In the same manner, here's an article you can read to learn more about how you can download a copy of your data: How to review and download transactions?
On top of that, I've also included this reference for a compilation of articles you can use while working with us: Help Articles for Self-Employed.
If you have any other questions, please let me know by leaving any comments below. I'll be here to lend a hand.
