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Step 30 of 35

Download a list as a spreadsheet

Bookings, clients, invoices, payments, partners, leads and expenses, each as a file that opens in Excel or Google Sheets.

Bookings Open Bookings

Need your list in a spreadsheet, for your accountant or just to sort it your way? Every main list has a download button. It's on every plan.

  1. 1

    Bookings

    On Bookings, tap Download at the top for every booking, with its client, address, price and who cleaned it.

  2. 2

    Clients

    On Clients, tap the download arrow. It keeps your search, sort and tag.

  3. 3

    Invoices and payments

    On Invoices, tap Download for every invoice, or Payments for every payment with its card fee.

  4. 4

    Partners and leads

    On All partners and on Leads, tap Download.

  5. 5

    Expenses and overdue invoices

    On Expenses and Overdue invoices, tap Download too.

  6. 6

    Only some dates

    On Bookings, Invoices, Payments and Leads, tap Download, pick From and To, and tap Download these dates.

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