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.

From your QuoteIQ dashboard, tap the Settings tab in the left-side menu.

Scroll down to the DATA section and select the Export Data button.

You'll be taken to a new screen with the following options:

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.

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?

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.