Import / Export
Bulk-load data with a spreadsheet, or export everything for backup.
Clients
Download the sample template, fill it in, then upload it here.
Vendors
Download the sample template, fill it in, then upload it here.
Income
Download the sample template, fill it in, then upload it here.
Expenses
Download the sample template, fill it in, then upload it here.
Employees
Download the sample template, fill it in, then upload it here.
Full Backup Export
Each module exports as its own CSV file (opens directly in Excel/Sheets).