Export Bookings to Excel for Bookkeeping & Taxes

How it works

Export data is in Settings > Account & plan. Pick what you want, or leave it blank for everything.

Narrow it down if you like: a date range (From and To), one status (quote request, pending, confirmed, completed, cancelled or no-show), a client's name or email, or a phone number.
Click Export as Excel. The .xlsx file downloads straight away, newest bookings first.
Open it anywhere - Excel, Google Sheets, Numbers or LibreOffice - and sort, filter, total or hand it to your bookkeeper.

1MinuteBooking Settings, Export data (Pro): From and To date fields, a Status menu set to All statuses, Client (name or email) and Phone fields, and an Export as Excel button — Export data in Settings. Only your own account's data is ever included.

One row per booking, everything on it

The same details you see in Booking Details, laid out as columns with a frozen, filterable header row.

An exported 1MinuteBooking workbook open on the Non Stripe Bookings sheet, with columns Booking ID, Client Name, Client Email, Service Type, Date, Time, Total Price, Status, Paid and Payment Method for twelve sample cleaning bookings — An export from a sample cleaning account, opened on the Non Stripe Bookings sheet (some columns hidden here to fit).

Prices are broken out the way the booking was built: the service, each add-on with its price and the option picked, any adjustment, the coupon code and discount, tax, and the total.

The same export showing Booking ID, Service Type, Service Price, Add-Ons Price, Add-Ons, Adjustment, Coupon Code, Discount, Tax and Total Price columns. The selected Add-Ons cell reads: Bedrooms (Standard) (60) (3 bedrooms), Full Bathrooms (Standard) (25) (2 full bathrooms), Half Bathrooms (Standard) (10) (1 half bathroom), Home Size (0) (1,500-2,500 sq ft), Any Pets in the Home? (15) (Yes). One booking used coupon SAVE10 for a $10 discount — The pricing columns. Each add-on is listed with its price and the option the client picked; this booking also used the coupon SAVE10.

Every column

Client

Client Name, Client Email, Client Address, Client Phone

Appointment

Booking ID, Service Type, Date, Time, Duration (min), Location, Status, Booked At

Price

Service Price, Add-Ons Price, Add-Ons, Adjustment, Coupon Code, Discount, Tax, Total Price

Payment

Paid, Payment Method

Notes

Client Notes, Internal Notes, Form Answers (every answer to your booking and quote questions)

A booking for more than one dog, person or vehicle lists each one's services and add-ons separately. Bookings in your Spam folder are left out.

Card payments on their own sheet

Bookings paid by card through Stripe get the payment details your bookkeeper will ask for.

The Stripe Bookings sheet has every column above, plus whether it was a deposit or full payment, the amount paid by card, the deposit, any refund issued and the Stripe payment ID to look it up in Stripe. Every booking appears on exactly one sheet: Stripe Bookings or Non Stripe Bookings.

The Stripe Bookings sheet with Booking ID, Type, Client Name, Total Price, Stripe Amount Paid, Stripe Deposit Paid, Refund Issued and Stripe Payment Intent ID columns: booking 19 a $310 deposit booking with $77.50 paid by card, booking 17 a $320 full payment — The Stripe Bookings sheet from the same sample account: one deposit and one full card payment.

A Read Me sheet at the front explains both sheets. Refunds made in Stripe show up once you've opened that booking since, so for a full reconciliation export payments from your Stripe Dashboard as well.

Your year's numbers for tax time

Export the year, add up a few columns, and you have the figures your accountant or tax software asks for.

In Export data, set From to January 1 and To to December 31 (or your own tax year). Dates are appointment dates, so you get the work you did that year.
Set Status to Completed and click Export as Excel.
Add up the columns below on the Non Stripe Bookings and Stripe Bookings sheets, then add the two sheets together. In Excel or Google Sheets, click the empty cell under a column and use AutoSum (Σ), or type =SUM( and select the column.

Income before expenses

Total Price minus Tax. What you earned from bookings after discounts, before any costs come off.

Sales tax collected

Tax. The GST/HST, VAT or sales tax you charged clients, kept separate from your income so you know what to send in.

Total charged to clients

Total Price. Everything clients paid, tax included.

Discounts given

Discount, with Coupon Code showing which promotion each came from.

Card vs other payments

The Stripe Bookings sheet is everything paid by card through Stripe. On the other sheet, Payment Method shows cash, e-transfer and the rest.

Refunds

Refund Issued on the Stripe Bookings sheet.

Still owed to you

Rows where Paid is No.

What isn't in the file

Your expenses - supplies, mileage, your phone - aren't tracked in 1MinuteBooking. Keep those however you do now.
Card fees. Stripe's processing fee and 1MinuteBooking's 2% aren't in the export. Both are business costs you can usually deduct; download them from your Stripe Dashboard under Balance > Reports.
Deposits you kept. If you kept a card deposit from a cancellation or no-show, export Cancelled and No-show too and add their Stripe Amount Paid - that's income as well.

A starting point, not tax advice: what counts as income and which taxes apply depend on where you work. Your accountant can tell you exactly what they need.

What people use it for

Taxes and bookkeeping

A year of income, tax collected and discounts in one file for your accountant. How to add it up.

Chasing unpaid jobs

Filter to Completed, then sort by Paid to see who still owes you.

A client's history

Type a client's name, email or phone to export just their bookings, notes and answers.

Your own reports

Pivot by service, add-on or coupon to see what sells. Pro also has built-in analytics for revenue, busiest days and top services.

A backup you keep

Your bookings are yours. Export everything whenever you like and keep a copy.

Safe to open

Text a client typed is stored as plain text, so a name or note that looks like a formula can't run when the file is opened.

Part of Pro

Excel export comes with Pro, $10 USD a month. New accounts start with a 14-day Pro trial, so you can try it on your own bookings.

Pro also adds your own booking page design, your logo and photos, a link to your Google reviews, analytics, and no "Powered by" badge. Taking bookings, coupons, tax, spam protection and card payments are all on the free plan.

Questions

How do I export my bookings to Excel?

Go to Settings > Account & plan, scroll to Export data, optionally set a date range, status, client or phone, and click Export as Excel. The .xlsx file downloads right away. Leave the filters blank to export everything.

What's included in the export?

Every booking: client name, email, address and phone, service, date, time and duration, location, service price, add-ons price and each add-on, adjustment, coupon code and discount, tax, total, status, paid, payment method, client notes, internal notes, answers to your booking questions and when it was booked. Card payments add the amount paid, deposit, any refund and the Stripe payment ID.

Can I use the export to do my taxes?

Yes - it's a good starting point. Export January 1 to December 31 with Status set to Completed, then add up Total Price minus Tax for your income before expenses, and Tax for the sales tax you collected. Expenses and card fees aren't in the file: get Stripe's and 1MinuteBooking's fees from your Stripe Dashboard. Check with your accountant for what applies where you work.

Can I open the file in Google Sheets or Numbers?

Yes. It's a standard .xlsx file, so Excel, Google Sheets, Numbers and LibreOffice all open it. In Google Sheets, use File > Import or drag it into Google Drive.

Is Excel export free?

It's part of Pro ($10 USD a month), and new accounts get a 14-day Pro trial. Everything else about taking bookings is on the free plan.

Does the export include spam bookings?

No. Bookings in your Spam folder are never exported.

Why are card payments on a separate sheet?

Most bookings aren't paid through Stripe, so the Stripe columns would be blank on most rows. Bookings paid by card are listed on the Stripe Bookings sheet with all the same details plus the payment columns, and every other booking is on Non Stripe Bookings. Each booking appears on exactly one of the two.

Are refunds in the export up to date?

The export shows the last payment status 1MinuteBooking knows. A refund made in Stripe is picked up the next time you open that booking. For a full reconciliation, export payments from your Stripe Dashboard as well - the file's Read Me sheet explains how.