Exporting your clients 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, or their currently unassigned transactions to review for any missed transactions. 

How do I do this?

1. You can export the reviewed transaction data by selecting the Record Keeping Section.
   
2. Record keeping automatically shows assigned transactions on the front page, to review these select Export Data.
   
3. If your client wishes to review their currently unassigned transactions, select Your unassigned transactions and then select 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.