How do I export my data?
If you need to back up your data offline, or export it out for other uses, use the below steps depending on what you need exported:
A list of both active and archived Clients can be exported with the steps here.
Invoices, Estimates & Proposals
- To download as PDF, follow the steps here
- To download as a CSV file, run an Invoice Details Report with any filters as needed
Estimates & Proposals
- To download as PDF, for Estimates here and Proposals here
- To download as a CSV file, please email us with the date range and we'll email the file to you
Every Report in your account is available to download as a CSV file, or as a PDF file via the Print options. You can refer to the steps outlined here.
A list of your Vendors can be exported with the steps at the bottom here.