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Chapter 9 · Guide 9.5

Export data and connect external business apps

Export client, invoice, and job CSV reports, and connect QuickBooks or calendar sync tools.

5 minute readVerified August 29, 2026

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At a glance

Use this guide when

Exporting workspace records to CSV, backing up financial data, or connecting QuickBooks Online.

Best practice

Export monthly financial CSVs for CPA bookkeeping and reconcile connected QuickBooks syncs.

Watch for

Ensure QuickBooks Online OAuth connections are refreshed if sync errors occur.

01

Export complete workspace records

Go to Settings → Integrations & Export.
Select the dataset to export: Clients, Invoices, Payments, Jobs, or Timecards.
Choose your date range and click "Download CSV".

02

Connect accounting integrations

Connect QuickBooks Online to automatically sync paid invoices, customers, and payment fee records.

Completion check

Confirm before moving on

Use these checks to make sure the dashboard and the real-world workflow agree.

Client, invoice, job, and timecard CSV exports generate without error.
QuickBooks Online integration is connected and mapping accounts.
Exported financial figures reconcile with internal accounting records.

Troubleshooting

When the workflow doesn’t look right

QuickBooks sync shows an authentication error.

Open Settings → Integrations, disconnect the QuickBooks connection, and reconnect to refresh OAuth tokens.

Keep going

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