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Account Settings2 min read

How to export your invoice and payment data

Download your financial data as CSV or PDF for accounting or tax purposes.

Overview

You can export all your invoices, payments, and client data at any time. This is useful for annual tax preparation, sharing data with your accountant, or migrating to another system.

Exporting your data

Go to Reports > Export Data:

  1. 1Select the data type: Invoices, Payments, Clients, or All.
  2. 2Set a date range.
  3. 3Choose the format: CSV (for spreadsheets/accounting software) or PDF (for records).
  4. 4Click "Export". The file will be emailed to your account email within a few minutes.

Pro Tip

Most accountants prefer the CSV format as it imports directly into QuickBooks, Xero, and other accounting tools.

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