How to Export Your Data

You can export your transactions, invoices, customers, vendors, bills, receipts, employee information, and pay stubs from your Balabook account.

  1. Log in to your Balabook account.
  2. In the bottom-left corner, click your business name, then select General Settings.
  3. Under Company Settings, locate and select 'Export Your Company Data'.
  4. Click 'Export Data'. An email will be sent to the primary email address associated with your Balabook account.
  5. In the email, click Download Data Export to retrieve your file.

The download link is valid for 24 hours. If it expires, you'll need to repeat the export process. If you don’t see the email, check your spam folder and review any email filters that may be blocking it.

What’s Included in Your Export Files:

- Accounting data: This export includes four CSV files.
- Accounting file: Contains your journal entries and transactions.
- Bill items file: Contains your bill information.
- Customers file: Contains your customer profiles.
- Vendors file: Contains your vendor information.
- Payroll data: There are two CSV files.
- Employee profiles: Contains your employees' profile information.
- Pay stubs: Contains all employees' pay stubs.

Written by

Alexandra Kyriacou