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How do I export my inventory and sales data?

How do I export my inventory and sales data?

Written by Shane Jordan

To export your data, go to Tools > Import/Export, tap Export, select all data or a specific year and what to include, then download your file.

Step-by-Step

export inventory data

  1. Go to Tools > Import/Export

  2. Tap Export

  3. Choose All Data or a specific year to export

  4. Select what to include:

  • Inventory -- All items with details

  • Sales -- Completed sales with profit data

  • Expenses -- Business expenses

  1. Choose format: CSV or Excel

  2. Tap Export and download or share the file

What Gets Exported

Exports always include all of your data (or everything in the year you select). Search terms, filters, and sort options applied on the Inventory screen have no effect on the export — there is no way to export a filtered subset from the app.

To create a filtered report (for example, only items in one storage location): export everything first, then open the file in Excel or Google Sheets and filter or sort by the column you need (such as Storage Location).

Printing Your Inventory

There's no print button in the app — to print your inventory, export it first, then print the file from your device:

  1. Export your inventory as described above

  2. On Android, the file saves to Downloads (Files app → Downloads); on iPhone/iPad, use the share sheet to save or open it

  3. Open the file and use your phone's print option, or email it to yourself and print from a computer

Finding Your Exported File on Android

After exporting, your file is saved to your device's Downloads folder:

  1. Open the My Files (or Files) app on your Android device

  2. Tap Downloads -- your exported file will be listed with the most recent at the top

  3. You can also find it under Internal Storage > Download

  4. From there, you can email the file to yourself, upload to Google Drive, or open it directly

Troubleshooting: Formulas Not Working on the Summary Tab

The exported Excel file includes a Summary tab with formulas that calculate totals and breakdowns. These formulas may not work if you open the file in a preview mode on your phone.

iPhone / iPad

The iOS Files app opens Excel files in a read-only preview that does not run formulas. To fix this:

  1. Tap the Share button, then tap Open in Excel (requires the Microsoft Excel app from the App Store)

  2. If prompted, tap Enable Editing to exit Protected View

  3. Alternatively, open the file in Google Sheets or Apple Numbers

Android

Android's default file viewer also does not process Excel formulas:

  1. Open the file in the Microsoft Excel app (available on the Play Store) instead of the default viewer

  2. Tap Enable Editing if prompted

  3. Google Sheets and WPS Office also support most formulas

For Best Results

Open the exported file on a desktop computer (Windows or Mac) where Excel has full formula support. Some advanced formulas in the Summary tab may not calculate correctly on mobile versions of Excel.

Good to Know

  • Exports are always complete — Inventory screen filters never change what's in the file; do any filtering in your spreadsheet app after exporting

  • Exported files can be opened in Excel, Google Sheets, or imported into accounting software

  • Use exports to back up your data regularly

  • For tax preparation, use the dedicated Tax Report export in the Expenses section

  • You can export your data anytime, even if you cancel your subscription

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