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
- Go to Settings → Export
- Choose the data type
- Optionally set a date range to narrow the export
- Click Export
- 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.