Exporting your clients data

Exporting your clients data

Export Data

You can export a data file of your clients reviewed transactions which will include all the transaction information from the date, Business, Income and Expense category and transaction value. 

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You can export the reviewed transaction data by selecting the Record Keeping Section and selecting ‘Export Data’ . You can use the search bar or filter button if you wish to create an export of certain transactions like expenses or by date period, when the desired filters have been set select Export Data.

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