Once your clients connect their Quickbooks or Xero accounts, the information is automatically displayed in Decipher. There are times when you may want to download this information. Follow the Steps below. 

➡️ Step 1: Navigate to your Financials tab within an Application. Your Financial Information tab may be in a different order as shown below and may even be called a different name. 

💡Tip: If the client has connected their financials or you have uploaded them, you will see graphs and charts pop up as soon as you click on the Financials tab. Example of what that looks like below. If you're not seeing anything then the financials were not connected/uploaded or you haven't added any financial graphs/charts to your dashboard. Follow these steps to add panels to your financial dashboard. 

Step 2: Click on the desired financial Tab. 

Step 3: Click Get Report. The financial information will populate right away. 

Step 4: Click on the More Options Tab next to Get Report and click Download. This will download a CSV file. 

🎉 That's it! Follow these same steps to Download for Profit & Loss.