Export Business Data for Review

Export useful business data from the relevant sections so you can review records, share files with your accountant, or keep offline copies.

Step-by-step guide

1. 1

   Decide what data you need

   Start with the purpose of the export. For accounting review, you may need sales, purchases, expenses, cash-bank entries, customer ledgers, supplier ledgers, and stock reports.

2. 2

   Open the relevant section

   Go to the section that owns the data, such as Customers, Suppliers, Sales, Purchases, Expenses, Cash & Bank, Inventory, or Reports. Export options may vary by section and plan.

3. 3

   Apply filters before exporting

   Set the date range, customer, supplier, item, payment mode, or category filters before export. This keeps the exported file focused and reduces cleanup later.

4. 4

   Choose a practical file format

   Use PDF when the file is meant to be read or shared as a statement. Use Excel or spreadsheet export, if available, when you need sorting, filtering, or accountant review.

5. 5

   Store exports carefully

   Downloaded exports may include business and customer data. Store them in a safe location, share only with trusted people, and remove old copies when they are no longer needed.