What you can export
Everything. Your:
- Chart of accounts.
- Journal entries (full general ledger).
- Client and vendor invoices.
- Payments.
- Planning data.
- Chat history.
- Uploaded documents.
- Your customizations.
Formats
- CSV for tables.
- PDF for formatted documents.
- JSON for a structured dump of everything at once.
How to export
Go to Settings → Data → Export. Pick what you want and the format. We generate the export (can take a few minutes for large workloads) and email you a download link. Links expire after 7 days for security.
GDPR and right to portability
If you’re an EU resident exercising your data portability right under GDPR, the full JSON export is what you want.