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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:Context Menu

  1. Go to the desired list page (e.g., clients, inventory, orders, invoices).
  2. Click on the context menu located at the top right corner of the page.
  3. 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:Mobile App Export