Important: Access to your data requires an active subscription. If you've canceled your subscription, you will need to reactivate it before you can export your data. We recommend exporting your data before canceling your subscription.
Whether you need records for tax season, a backup for your business records, or data to import into another tool, QuoteIQ lets you export your core business data in CSV format directly from the Export Data screen.
QuoteIQ exports 7 data types, split into two delivery methods:
Local Exports — download directly to your device, with a date range picker (Taxes Collected, Estimates, Payments Received, Profit & Loss)
Cloud Exports — sent via email to your account email, full all-time history (Expenses, Customers, Invoices)
⚠️ What's NOT exportable
If a data type is not on the Export Data screen, QuoteIQ does not currently export it. This includes (but is not limited to):
Services / Price Book — not exportable
Jobs / Appointments / Schedule history — not exportable
Time tracking entries — not exportable from this screen (Time Tracker Pro has its own internal history)
ClientHub messages (texts and call logs) — not exportable
Photos, documents, and inspection forms — not exportable in bulk
Notes, tags, and lead source data — not exportable
If you need a data type that isn't listed on the Export Data screen, it isn't supported today.
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.
Local Exports (Downloaded to Your Device, With Date Range)
Local Exports download a CSV file directly to your device — phone, tablet, or computer. Four data types are available as Local Exports:
Taxes Collected — tax amounts per transaction
Estimates — all estimates with totals
Payments Received — payment history and fees
Profit & Loss — revenue, expenses, and net profit
When you tap the Export button next to any of the four Local Exports, a date range picker appears so you can choose exactly which time period to export. The same date range options apply to all four:
This Month
Last Month
This Quarter
Last Quarter
Year to Date
This Year
Last Year
Custom — pick any start and end date
Select your date range, then tap Export to download the CSV. CSV files open in spreadsheet apps like Google Sheets, Microsoft Excel, or Apple Numbers.
Cloud Exports (Emailed to You, Full History)
Cloud Exports send a CSV file to the email address on your QuoteIQ account. Three data types are available as Cloud Exports:
Expenses — full expense history
Customers — customer contact info
Invoices — complete invoice history
Tap the Email button next to the report you want, and the CSV file is sent immediately to the email address associated with your QuoteIQ account. There is no date range picker for Cloud Exports — they always send the full all-time history for that data type.
Check your inbox (and spam folder) — the file is typically delivered within a few minutes.
Cloud Exports are always sent to the email address tied to your QuoteIQ account. You cannot send a Cloud Export to a different email from the Export Data screen — update your account email first if you need it delivered elsewhere.
FAQs
What data can I export from QuoteIQ?
What data can I export from QuoteIQ?
QuoteIQ exports 7 data types: Local Exports (downloaded directly to your device with a date range picker) are Taxes Collected, Estimates, Payments Received, and Profit & Loss. Cloud Exports (emailed to your account email, full history) are Expenses, Customers, and Invoices. Anything not on this list is not currently exportable.
What's the difference between Local Exports and Cloud Exports?
What's the difference between Local Exports and Cloud Exports?
Local Exports download a CSV file directly to your device and include a date range picker — you choose This Month, Last Month, This Quarter, Last Quarter, Year to Date, This Year, Last Year, or a Custom range. Cloud Exports send the CSV to the email address on your QuoteIQ account and always include the full all-time history with no date filter. Both produce the same CSV format.
Can I export only a specific date range (like Q1 or last year)?
Can I export only a specific date range (like Q1 or last year)?
Yes — for Local Exports. When you tap Export on Taxes Collected, Estimates, Payments Received, or Profit & Loss, a date range picker appears with options for This Month, Last Month, This Quarter, Last Quarter, Year to Date, This Year, Last Year, and Custom. Cloud Exports (Expenses, Customers, Invoices) do not have a date range option and always send the full all-time history.
What date range options are available for Local Exports?
What date range options are available for Local Exports?
The same eight options apply to all four Local Exports (Taxes Collected, Estimates, Payments Received, Profit & Loss): This Month, Last Month, This Quarter, Last Quarter, Year to Date, This Year, Last Year, and Custom (pick your own start and end date).
Can I export Customers or Invoices for just a specific date range?
Can I export Customers or Invoices for just a specific date range?
No. Customers, Invoices, and Expenses are Cloud Exports — they always send the full all-time history via email with no date filter. If you need date-filtered data, that's only available for the four Local Exports (Taxes Collected, Estimates, Payments Received, Profit & Loss).
Where do Cloud Exports get sent?
Where do Cloud Exports get sent?
Cloud Exports are sent to the email address associated with your QuoteIQ account. You can't change the destination email from the Export Data screen — if you need the export delivered to a different email, update your account email in Settings first.
Can I export my services or price book?
Can I export my services or price book?
No. Services and the Price Book are not currently exportable from QuoteIQ. The Export Data screen only includes the 7 data types listed above — Services is not one of them. If you need to record your service list externally, you'll have to recreate it manually for now.
Can I export my jobs, appointments, or schedule history?
Can I export my jobs, appointments, or schedule history?
No. Jobs, appointments, and schedule history are not currently exportable. The 7 exportable data types are Taxes Collected, Estimates, Payments Received, Profit & Loss, Expenses, Customers, and Invoices — anything else is not supported on the Export Data screen today.
Can I export ClientHub messages or call logs?
Can I export ClientHub messages or call logs?
No. ClientHub texts and call logs are not currently exportable. Conversation history remains visible inside the ClientHub section of your app while your subscription is active.
Can I export time tracking entries?
Can I export time tracking entries?
Time tracking entries are not exportable from the Export Data screen. Time Tracker Pro (Elite and Max plans) maintains its own internal history viewable inside the app, and break counts and durations show up in time entry reports — but there is no bulk CSV export of time entries from the Export Data screen.
Can I export photos, inspection forms, or documents?
Can I export photos, inspection forms, or documents?
No. Photos, inspection forms, and documents are not exportable in bulk. They remain attached to their respective customers, estimates, and jobs inside the app while your subscription is active.
I imported my services with AI Smart Import — why can't I export them back out?
I imported my services with AI Smart Import — why can't I export them back out?
AI Smart Import can bring services and price book data into QuoteIQ from another CRM, but QuoteIQ does not currently export services back out. The Export Data screen is limited to the 7 data types listed above. Services import and services export are separate capabilities — only the import side is currently supported.
Can I export my data after canceling my subscription?
Can I export my data after canceling my subscription?
No. Access to your data requires an active subscription. The best practice is to export your reports before canceling your subscription. If you've already canceled and need to pull data (for example, for taxes), you can reactivate your account, export the reports you need, and cancel again once you've downloaded everything. If your pricing has changed since you originally subscribed, you can use promo code LEGACY to reactivate at your original subscription price.
What format is the data exported in?
What format is the data exported in?
All exports — both Local and Cloud — are CSV files (Comma Separated Values). CSV files open in spreadsheet apps including Microsoft Excel, Google Sheets, and Apple Numbers.
Can I export everything at once?
Can I export everything at once?
No. Each of the 7 exportable data types has its own button on the Export Data screen, and you'll need to tap each one individually to generate that file.
Can I re-import this data back into QuoteIQ later?
Can I re-import this data back into QuoteIQ later?
Yes — for contacts, invoices, and estimates. QuoteIQ's AI Smart Import can bring contacts, services/price book, invoices, and estimates back into QuoteIQ from a CSV. You can also import customer contacts manually if you prefer.
Why isn't [my data type] available to export?
Why isn't [my data type] available to export?
If a data type isn't on the Export Data screen, it isn't currently supported. The exportable list is Taxes Collected, Estimates, Payments Received, Profit & Loss, Expenses, Customers, and Invoices. Other data types like Services, jobs, ClientHub messages, time tracking, photos, and notes are visible inside the app but cannot be exported as a CSV today.