You can have your data sent to you automatically because we know how busy you are! Set and forget it so it's one less thing to stress about!
And your accountant will love you. 😊
Begin in Account settings (Helpful Tools > Export information).
To customise exporting data you can choose what information you want to be sent :
Clients
Appointments
Services
Products
Sales
Income from sales
Income from appointments
Business expenses
Net income summary
Set how often you'd like to receive this information
Weekly - it will be sent on the first day of each week
Monthly - it will be sent on the first day of each month
Annually - it will be sent on the date selected
Choose what format you want the data to be exported in
Excel
PDF
CSV.
Once you have selected your Exporting data choices, press the Save Changes button.