Settings and security

Export your data

There's no single export-everything button. Each area has its own download, mostly as CSV files that open in Excel or Google Sheets.

What you can download

  • Reports: see Export report data for which button to use on each tab.
  • Payments page: Export downloads the payments list as filtered.
  • Expenses page: Export for accounting (CSV).
  • Price Book page: Export downloads your price list as CSV.
  • Services (Resources, then Services): export all, or select some and choose Export.
  • A staff member's commissions: Export CSV on their staff profile.
  • Quotes and invoices: Download PDF on each one.
  • Settings, then Account, then Data Management: Export saves your services as a file another Wrapstart account can bring in with Import services.

Customers, leads and invoices can't be downloaded as one list yet.

Tip

If you use QuickBooks, connecting it keeps a copy of your invoices and customers in your accounting.

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