How do I download my invoices and clients?
In Settings → Your data, download your quotes and invoices, their lines and your clients as spreadsheets, for your records.
Step 1: Open Settings → Your data.
Step 2: Tap Invoices & quotes, Line items or Clients, and choose where to send or save the file.
Step 1: Open Settings → Your data.
Step 2: Choose Invoices & quotes, Line items or Clients: the file downloads.
Each opens in Excel, Numbers or Google Sheets. Only the owner and admins can download them.
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