CSV Export & Streamlined Navigation
Export your invoice and expense data to popular accounting software with one-click presets, plus a reorganized navigation for easier access to data tools.
Billing
CSV Export Tool
Export invoices and expenses to QuickBooks, Xero, Wave, or create custom exports with full control over columns and formatting.
- One-click presets for QuickBooks Online, Xero, and Wave
- Customize any preset: fork to a custom format with fields pre-loaded
- Flexible date filtering: issue date, due date, or paid date
- Filter by invoice status, payment status, and archive state
- Drag-and-drop column reordering with editable headers
- Real-time preview before downloading
Reorganized Navigation
Access all data management tools from the new Data menu in the main navigation.
- New Data dropdown groups Reports, Import, and Export
- Quicker access to reporting and data tools
- Cleaner navigation with related features grouped together