Export Your Data

Download your contacts, invoices, bookings, expenses, and services as CSV files.

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Export Your Data

Download your business data as CSV files for backups, reporting, or sharing with your accountant.

What You Can Export

  • Contacts — all client records
  • Invoices — complete invoice history with amounts and statuses
  • Bookings — all appointment records
  • Expenses — business expenses with categories and amounts
  • Services — your service catalog

How to Export

  1. Go to Settings → Export
  2. Choose the data type
  3. Optionally set a date range to narrow the export
  4. Click Export
  5. A CSV file downloads to your device

Common Use Cases

  • Tax time — give your accountant a clean export of invoices and expenses
  • Backups — periodic data backups for peace of mind
  • Reporting — analyse data in Excel or Google Sheets
  • Migration — export data if moving to another system
**Tip:** Export your invoices and expenses at the end of each financial year for your records.