Export business data using reports

Export business data using reports

Audience: Owner, Office admin
Plan: All
Platform: Web
Time to complete: ~10 minutes

Overview

Export customers, invoices, payments, and other datasets as CSV from Reports. This is the supported way to back up business data before account changes or migrations.

Before you begin

  • There is no single one-click “export entire account” file in settings today.
  • Owner or users with Reports access.

Steps

  1. Open Reports from the sidebar.
  2. Choose a report type (Customer, Invoice, Payment, etc.).
  3. Set filters (date range, status).
  4. Click Export or Download CSV.
  5. Repeat for each data type you need.

💡 Tip: Also download PDF copies of important invoices from each invoice detail page.

Verify it worked

CSV files open in Excel or Google Sheets with expected columns and row counts.

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Still need help?

Email [email protected] if you need a full tenant export before deletion.

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