Export Company Data

Export allows you to export your invoices, estimates, purchase orders, credit memos, clients, products and receipts and download the data in a CSV file format. Currently, this feature is only available on the web but will be coming to iOS and Android soon.

Web

  1. From the side navigation menu, click on Settings
  2. Under the Other section, click on Export
  3. From the drop-down list, select what data you want to export: invoices, estimates, credit memos, purchase orders, expenses, items, clients
  4. Click on Export

Helpful Tips

  • Export data does not specifically integrate with Quickbooks, Xero or any other accounting based platform. Some programs, however, will allow you to upload your data in a certain excel file as long as it is formatted the way they want
  • Exports will be in CSV file formats. If you are looking to download a historical copy of your actual invoice, you can print and save a copy

Do these steps look different? If so, you may be using a previous Invoice2go version. See instructions here.

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