If you do your accounting outside of the app, you can export your data as a CSV file.

Export Your Invoicing Data

To export your invoicing data:

  • Log in to the app and click Finances

  • Click on Reports

  • Click on Invoices

  • Click Export CSV

  • Click Invoices in the dropdown

  • A new window will open showing your latest exported files.

  • Click Download and the CSV will download to your computer:


Export your bill payers

To export all of your bill-payers' data:

  • Log in to the app and click Finances

  • Click on Reports

  • Click on Bill Payers

  • Click Generate CSV

  • After a few seconds, the button will change to say Download as CSV

  • Click on this and the CSV will download to your computer:

Note: Future invoice lines are the part of already created invoices that are greater than the as-of date used when exporting the report

  • For example, if you invoice November 1st to November 30th and pull a report As-Of November 15th, you would see the November 15th to November 30th as Future Invoice Lines

  • The full value would be included in the full balance - so the future invoice lines is just the subset of the total owed balance which is later than the as-of date


Export your revenue data

To export your revenue data:

  • Log in to the app and click Finances

  • Click on Reports

  • Click on Revenue

  • Ensure the Refresh Data button (found above the graph) has been clicked recently

  • Click Download as CSV and the CSV will download to your computer:


Uploading the data to my accounting software

For help with uploading your data to your accounting software, we encourage you to visit their own help centres:

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