The export tool allows you to export your data as a CSV file. This can be accessed from Tools > Export > Export.


The export tool allows you to export a large number of items into CSV using either a specific period or date range. The data you can export includes:


  • Customers: A list of all customers and there details within the system.
  • Suppliers: A list of all suppliers and there details within the system
  • General Ledger: This is the general ledger that contains all transactions in double entry format. 
  • Sales Ledger: Shows all sales in double entry format. 
  • Purchase Ledger: Shows all purchases in double entry format. 
  • Sales line items: Shows all sales in invoice line detail format, with one line in the spreadsheet for each item.
  • Purchase line items: Shows all purchases in bill line detail format, with one line in the spreadsheet for each item.
  • Quotes: Exports all quotes in the system.
  • Estimates: Exports all estimates in the system.
  • Proforma invoices: Exports all proforma invoices in the system.
  • Purchase orders: Exports all purchase orders in the system.
  • Account codes: Exports all account codes with system and custom codes listed alongside account name. 
  • Unpad bills (BACS): Produces a BACS file for all unpaid bills in the system. 
  • Invoice items: Exports all invoice items in the system.
  • Expenses: Exports all expenses in the system.
  • Expense items: Exports all expense items in the system.

For additional help, click here to view all our training options.


Technical support is available on Monday to Friday from 9 - 5. You can call us on 0203 475 4744 or email us at support@clearbooks.co.uk.


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