Table of Contents
Export Data in Upbooks #
Welcome to Upbooks, your all-in-one business management solution. In this guide, we’ll walk you through exporting data from various list pages such as clients, inventory, orders, and invoices.
Exporting Data from List Pages #
To export data from any list page in Upbooks, follow these simple steps:
- Go to the desired list page (e.g., clients, inventory, orders, invoices).
- Click on the context menu located at the top right corner of the page.
- From the dropdown, select “Export as CSV.”
That’s it! Your list data will be exported as a CSV file.
Accessing Export Feature on Web Version #
The export functionality is available on the web version of Upbooks. You can access it from any browser with ease.
Exporting Data on Upbooks Mobile App #
Upbooks offers the same powerful export feature on both Android and iOS platforms. Here’s how you can do it:
