Built for the accountant at the other end.

Schedule C tax category tagging

Every expense category — yours or the built-in template — is mapped to one of 17 canonical Schedule C lines, so what your bookkeeper or accountant sees at tax time already matches how the IRS wants it grouped.

The export package

Text "Send me my export" and the full ZIP lands in your email — or download it from your portal any time.

• Bank Transactions: every captured expense, formatted for QuickBooks' Bank Transactions → Upload from file import path.
• Invoice Drafts: every new invoice, mapped to QuickBooks' required columns — customer, date, due date, line items.
• Client & Vendor Rosters: full lists with new additions flagged, plus each contact's active/inactive status — matched to QuickBooks' own concept of it.
• Expense Categories: your full category list, including the Schedule C line for each.
• Credit Memos & Vendor Credits: broken out into their own files with manual-entry instructions — QuickBooks won't import negative charges, so these get handed to you explicitly instead of silently dropped.

Before any download, a pre-flight check runs against the file: missing categories, missing amounts, missing dates, duplicate invoice numbers — flagged for you before QuickBooks ever sees them. And Max'd Out never touches reconciliation or invoice delivery; that stays exactly where it already lives.