Download your records (PDFs, and a file for your bookkeeper)
There are two downloads. Only the account owner sees them; crew logins can't download your records.
For your bookkeeper: Download for Bookkeeper
- On your dashboard, tap Reports.
- Pick your dates at the top, for example Last Month, Last Quarter or Last Year.
- Tap Download for Bookkeeper.
- Choose Excel file (recommended) or CSV files (zip), then tap Download.
You get one clean file your bookkeeper can work from, with four tabs:
- Summary: sales before tax, sales tax, card fees charged to customers, money received by payment method, and what was still owed at the end of the dates.
- Invoices: every invoice dated in those dates, with subtotal, sales tax, card fee, total, amount paid, balance due and status. Voided invoices are listed but left out of the totals.
- Payments Received: every payment that came in, with the date, deposit or balance, and how it was paid (card, Zelle, check, cash, Square).
- Unpaid Invoices: what was still owed on the last day of your dates, oldest first.
Dates are shown as MM/DD/YYYY. It opens in Excel or Google Sheets. The CSV choice has the same four tables as separate files, for bookkeepers who ask for CSV.
What's not in it yet: refunds, and Stripe's own processing fees and payouts. Card payments show the full amount your customer paid. Stripe's fees are in your Stripe payout report.
Older dates: customer names are removed 90 days after a job is paid in full. Amounts, invoice numbers and sales tax stay for 24 months, so older downloads still add up. To keep the names too, download each month. We email you a reminder in the first week of each month (you can turn it off from the email).
Copies of the documents themselves: Download All as PDFs
- On your dashboard, tap Jobs & payments.
- Scroll to the bottom and tap Download All as PDFs (zip). You get every proposal and invoice, each as its own PDF.
It can take up to a minute to build. The file lands in your phone's or computer's Downloads.
Saving before documents are deleted: we email you 30 days and 7 days before. The link in that email opens Jobs & payments with a Download Documents Due for Deletion (PDFs) button. See How long we keep your documents.