You can export all the data from a particular section (i.e. Quotes, Jobs, Invoices etc) to a spreadsheet .
In the following example, we are showing you how to export customer details from the Customer section. You can follow similar steps to export details from the Quotes, Jobs, Invoices, and a few subsections under the Settings sections.
1. Navigate to Customers.
The Customers page is displayed.
2. Click Export.
The details of customers are downloaded on your computer as an Excel file.
3. Click the downloaded file.
The Excel spreadsheet with the downloaded customers' list is displayed.
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