Learn how you can take backup of your financial data

Sometimes you might want to export all the transaction data from ProfitBooks for management reporting or just to maintain a local backup.

You can do this from Reports section.

Ledger report contains transaction data from all the accounts. You can export this report in MS Excel or PDF format.

Similarly, you can view other reports related to customers, sales, products and export the transaction details.

Between, if you are doing this just to maintain a local backup copy, you can save yourself from the efforts. We take hourly back up of entire data and store it on our state of the art cloud infrastructure.

If you want to share this data with your accountant, there is a simpler way. Just invite him to view your books from Accounting -> Invite an auditor menu.
Was this article helpful?
Thank you!