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Export your data to Excel
Export Data lets you download your records as spreadsheets — for your accountant, for analysis in Excel, or simply to keep a copy.
Where to find it: Settings → Export Data (Premium)
- Under Export To Excel, choose the From and To dates.
- Find the record type in the list: Customer / Vendor, Products, Transports, Stock, Sale Invoice, Purchase Invoice, Delivery Challan, Quotation, Proforma Invoice, Purchase Order, Sale Order, Job Work, Credit Note, Debit Note, Payment Receipt, Daily Expense or Other Income.
- For documents, tick Item Detail to include one row per item, and Exclude Cancelled (invoices and notes) to leave cancelled documents out.
- Click Export on that row. The file downloads to your device.
Tip: To keep a complete copy of your account that can be restored later, use a full backup instead.