Quotebird Help

Export your data

Download every document you sent, your photos and spreadsheets of your records in one zip file, to keep or to move to another app.

In the app: Settings → Export your data → Prepare export

Quotebird puts everything into one zip file:

  • Every quote, invoice and receipt you sent, as PDFs, exactly as your customers got them.
  • The photos of each job and customer.
  • Spreadsheets (CSV) of your customers, price book, documents and payments.

How it works

  1. Tap Prepare export. It’s made on our server and can take a few minutes. You can leave the screen.
  2. When it’s ready, tap Download.
  3. Save it to Files or Drive, or send it on, from the share sheet.

Each export is kept for 7 days, then deleted. You can prepare a few exports a day.

Keep your records

Tax law makes you keep your business records, invoices and receipts among them, for some years: 5 to 7 years in most places. The export screen shows the rule where you work. Export your data from time to time, and always before you delete your account.

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