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 Generate CSV of Invoices

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

  • Click on this 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:


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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