Can I export my data?
Yes! You can export all your quotes, invoices, jobs and customer data to a CSV file.
CSV files can be opened with spreadsheet software (like Excel or Google Sheets) or be imported into an accounting package or other software.
How to export your data to a CSV file
- Visit the customer, quotes, jobs or invoices sections from the main navigation.
- Filter the type of data you want to export. e.g. Paid invoices or accepted quotes.
- Choose the date range you want by selecting 'Choose dates...' in the 'From' menu.
- Click ‘Export these...’ from the right-hand side of the page.
Whatever is displayed on your screen will be downloaded as a CSV file. The download should start in your browser automatically.