Accounting

You can easily manage your accounting by exporting data from your account and using it in a spreadsheet. You can also export data for bulk editing or for upload to different software. Data can only be exported from the web app.

Reports

Reports provide a wide range of data to form the base of your accounting. You can export all reports including:

• Sales
• Products and services
• Jobs
• Invoices
• Quotes
• Payouts

These reports will show your total sales volume and value, how many products you have sold, the value of payouts you have received and much more.

To start an export, go to the Reports screen and select the specific data you would like to export. Select the time period, adjust any filters as required and click Export. Your data will be exported in a .xls file and can be opened as a spreadsheet.

Payments

You can export your receipts to show a record of every payment a customer has made to you.

To start an export, go to the Receipts screen and select the specific data you would like to export. Select the time period, adjust any filters as required and click Export. Your data will be exported in a .xls file and can be opened as a spreadsheet.

More

You can also export a list of:

• Products and services
• Customers
• Jobs (if applicable)

To start an export, go to the specific screen you would like to export data from and click Export. Your data will be exported in a .xls file and can be opened as a spreadsheet.