You should keep a copy of all your historical data including invoices , quotes,orders, and purchase orders. This will be helpful for tax season, future inventory planning and to keep track of what your customers purchased. You may also wish to export a list of your customers, products and suppliers.
You can export your data in three ways. The easiest way to export your data is to get in touch with us so that an OnSite consultant can help export your data for you. Please note that we will be unable to export data after March 31, 2021.
If you'd like to export your data yourself, you can use ReportMaster to generate PDFs and spreadsheets. Note that some data points, such as line items on quotes,orders and purchase orders are not available to export through ReportMaster.
You can also manually export your data into spreadsheets. However, these exports can take hours to run and some data points such as line items on quotes,orders and purchase orders are not available.
See more about exporting product data and exporting customer data manually.