Exporting to PDF or CSV

Download your data for your accountant, BAS reporting, or your own records.

What you can export

• Invoices: individual invoice as PDF, or all invoices as CSV.
• Quotes: individual quote as PDF, or all quotes as CSV.
• Timesheets: approved hours as CSV for payroll.
• Clients: full client list as CSV.
• Jobs: job list with statuses and values as CSV.
• Reports: any report chart as PDF.

How to export

• Single document: open the quote or invoice and click the Download PDF button.
• Bulk export: go to the relevant list page (Invoices, Quotes, etc.), apply your filters, then click Export CSV.
• Reports: on any report page, click Export.

BAS reporting

For quarterly BAS, export your invoices for the quarter as CSV. The file includes GST amounts, totals, and dates. Your accountant or bookkeeper can import this into their software.

Weekly backups

Enable Weekly Backup in your Profile to receive a zip file of all your data as CSVs every week by email.