Export Options

Even though our software is hosted in the cloud, you may feel the need to back up certain data to your local drive. We have a couple of exporting options for users to save their Customers, Price List

To download a list of your customers, follow the steps below: 
1. Click People, then click Customers
2. Next to the Add button, click the small Down Arrow
3. Click Download CSV
Note: Ensure you have no custom filters selected in the dropdown menu before downloading the file. The dropdown menu should say Show All.
http://screencast.com/t/O5RXpWkK

To download a list of your of Products and Services, follow the steps below:
1. Click Settings
2. Under Lists, click Price List
3. Next to the Add button, click the small Down Arrow
4. Click Download CSV  
http://screencast.com/t/Hy49E0GYh5Q3
http://www.screencast.com/t/X8MqWsqUqwZ

To download a list of your Invoices, follow the steps below:
1. Click Invoices
2. Next to the Add button, click the small Down Arrow
3. Click Download List
http://screencast.com/t/3zFGRYEKlqT



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