Exporting

Export means make a file or copy from your records. An exported file contains the records available when you create it. Export again when you need an updated copy.

Check the dates and filters before exporting. Keep files with customer or staff details private.

Add-on: Export Inventory.

Open Inventory's menu and choose Export Inventory. Pick a format shown. Save the file and open it to check the items.

For a later import, use the current Download template. Do not assume every exported column can be imported without changes.

Add-on: Export Transactions.

Open Transactions > Export Transactions. Choose a quick date range or set the start and end. Check the dates, then pick an export format.

Open the result and check the receipt numbers and totals. Keep records you need before deleting anything.

Add-on: Export Expenses.

Open Expenses > Export Expenses. Check the chosen dates and filters. Pick the output you need and check the saved copy.

Add-on: Export Customers.

This add-on also needs Customer Management enabled for your store.

Open the Customers menu and choose Export Customers. Save it in a safe place. Check that it contains the records you need.

Do not post this file in a public chat or share it with people who should not see customer details.

Add-on: Export Reports.

This add-on also needs Sale Reports enabled for your store.

Build the report with the correct type and dates. Choose Export Reports, then one of the outputs shown.

Check the copy's dates and totals before sending it to anyone.

A shared document link can open a receipt, order, estimate, invoice, appointment, purchase order, route, coupon, or ticket. The actions depend on the document.

A buyer can review and print a receipt. They can answer an estimate or pay an eligible invoice. A vendor purchase order and a driver's route are for different recipients.

Check the person before sharing. Treat a link with private details like the document itself. Do not post it on your public shop page.