Learn how to export your data, including reports, income and expense transactions, and even a backup of your entire business.
If you look under the reports section in the left hand navigation menu, all those reports (except for activity) can be exported.
The formats you can export to are Excel, CSV, HTML, PDF, and Google.
To export, simply click on the link.
You are also able to export data from the following pages:
- Check Printing
The formats you can export to are Excel and CSV (with the exception of Accounts, which lets you export to Excel, CSV, PDF, and Google).
One click access to all your business’ data
You may want to export all of your business’ data with one click in order to get a back up of all your data. To do so click on
Settings in the top right-hand corner.
Then click on
Data Import and Export in the left navigation menu.
Select the export format from the drop down list and click
The file contains the following data::
- Balance Sheet
- Profit & Loss
- Trial Balance
Note: The only type of data it does not contain is your General Ledger / Journal. To get that data, go to the