First, locate and click on your name in the upper-right corner to expand the dropdown menu. Then click “Export Data”
If you wish to export all invoices, payments or quotes, select “All” for the data that you want to export and then click the “Export Invoices” button. If you wish to export specific invoices by date, select “Date Range”, enter the “Start Date” and “End Date” then click the appropriate Export button.
You can export clients by choosing if to include contacts and then clicking the “Export Clients” button. The client data is exported into the download folder on the PC. This is done without any user intervention.