Export Data into Excel, CSV, PDF, etc.

Last Updated: Aug 22, 2016 01:00AM PDT

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.

Other areas

You are also able to export data from the following pages:

  1. Income
  2. Expenses
  3. Transfers
  4. Adjustments
  5. Check Printing
  6. Accounts
  7. Customers
  8. Vendors

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 Export.

The file contains the following data::

  1. Payables
  2. Receivables
  3. Balance Sheet
  4. Profit & Loss
  5. Trial Balance
  6. Accounts
  7. Customers
  8. Vendors
  9. Income
  10. Expenses
  11. Transfers
  12. Adjustments
  13. Checks

Note: The only type of data it does not contain is your General Ledger / Journal. To get that data, go to the General Ledger or Journal report.

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