Export & Backup Account Data

System Administrators (and any user who has access to Firm Settings) can download a backup of all data stored in the account, at any time.

WHAT DOES THIS DOWNLOAD INCLUDE
This backup will pull the following information on separate .CSV spreadsheets, packaged inside a .ZIP file. (These files can be opened with programs like Microsoft Excel, Google Sheets, and OpenOffice Calc.)

1. Balance Adjustments
2. Client Notes
3. Clients
4. Client User-Billing Rates
5. Contacts
6. Expenses 
7. Invoice Batches
8. Invoice Projects
9. Invoices
10. Payments
11. Payments Applied
12. Project
13. Project Log
14. Project User-Billing Rates
15. Time Entries
16. Trust Accounting
17. Users

HOW TO PERFORM THE BACKUP
To do this, please follow the instructions below:

1. Click on your name in the upper right-hand corner of the screen, then select "Settings". 
   • If you do not have access to Settings, you would need to contact your System Administrator to grant you these permissions.
     
     
2. Click on the blue "Export Data" button at the top right of the screen.
   
   
   
3. Click the "Create Zip File" link in the pop-up window that appears.
   
   
   
4. Depending on your browser, you may be asked to either "Open" or "Save" to your computer. 
   • It may also automatically save your zip file in your "Downloads" folder.
     
     
5. Once this download is complete, click on "Done" in the Export Data window.
   • Note: The pop-up window will continue to say "Loading..." even after the download has finished. You will need to check the download itself, to verify whether it has been completed.