Whether you need records for tax season, a backup for your business records, or data to import into another tool, QuoteIQ allows you to easily export your core company data. In just a few taps, you can download your customers, invoices, and expense history in CSV format for safekeeping or reporting.
Step 1: Open the Settings Tab
From your QuoteIQ dashboard, tap the Settings tab in the left-side menu.
Step 2: Tap “Export Data”
Scroll down to the DATA section and select the Export Data button.
Step 3: Choose the Data You Want to Export
You’ll be taken to a new screen with the following options:
Export Expenses Data
Export Customers Data
Export Invoices Data
Tap any of the buttons to immediately access a .CSV file for that data category. These files are formatted to be easily opened in spreadsheet apps like Google Sheets, Excel, or Numbers.
The .CSV file will be emailed to the email thats associated with your QuoteIQ account.
FAQs
What format is the data exported in?
All exports are in .CSV format, which can be opened using spreadsheet programs like Microsoft Excel, Google Sheets, or Apple Numbers.
Can I export everything at once?
Not currently. You’ll need to tap each button separately to download customers, invoices, or expenses.
Where is the export file saved?
The file will be emailed to the email thats associated with your QuoteIQ account.
Can I re-import this data back into QuoteIQ later?
Kinda. This is a one-way export for record-keeping. At this time, QuoteIQ does not support importing expenses or invoices data from CSV, but you can import Customer Data.
Can I export job history or inspection forms?
Not yet. Currently, only invoices, expenses, and customers are included in the export options.