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  1. Export Financial and Invoice information

Export Financial and Invoice information

Export Financial and Invoice information

accountingbackupdataexport invoicefinancefinancialfinancial datainvoicesinvoicingtransactions
Easily download or share detailed financial records and invoice data for accounting, reporting, or backup purposes. Ideal for managing records, tax preparation, or syncing with external tools.

How to export financial data

Go to Invoices, click the Export button.
Select one export option: Transactions, Invoices, or Invoice items.
Transactions export option will list all financial transactions for the selected date range. This is the export option you should choose if you're planning to share your business financial data with your accountant at the end of the year.
The Invoices option will export the list of invoices that have the invoice date in the selected date range.
Invoice items export lists all line items for all invoices that have the invoice date within the selected date range.
Click the Export button to download. You will also get a download link emailed to you so you can forward it and share it with others.

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