In this article: |
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:
I need more help: |