Export your data
Download your invoices, customers, products, expenses or vendors as a spreadsheet, or all your invoices as PDFs.
Export a full list
- Click your name (top right) → Import-Export.
- Under Exports, open the Export menu on the card you need.
- Pick a format.
| Card | Formats |
|---|---|
| Export all invoices | PDF's, CSV, XLS, XLSX |
| Export all estimates | PDF's, CSV, XLS, XLSX |
| Export customers | CSV, XLS, XLSX |
| Export all products | CSV, XLS, XLSX |
| Export all expenses | CSV, XLS, XLSX |
| Export all vendors | CSV, XLS, XLSX |
| Export all deals (with the CRM) | CSV, XLS, XLSX |
Spreadsheets download straight away. PDF's are prepared in the background: "Generating invoices. A download link will be sent to your email." The link works for 7 days.
What the customer file contains
One row per contact, with the customer's details repeated: name, address, phone, website, note, total invoiced, total past due and the contact's details. Archived customers, currency, language and custom fields aren't included. Totals are in your company currency.
Export only some invoices
Select them on the Invoices or Estimates list and use Download PDF's or Download CSV (see Bulk actions on invoices and estimates).
Good to know
- Exports are on the website. The app can export selected invoices and estimates only.
- Owners and managers can export.
- There's no separate export of your payments list. Reports show payment totals (see Reports: what each one shows). You can filter payments under Transactions → Payments.
FAQ
It says "Sorry, you don't have invoices." but I do. Try the export again. If it keeps happening, contact support.
My PDF link has expired. Links last 7 days. Export again.