Export Data

WP Ever Accounting allows you to export data with ease. To export accounting entities, navigate to the Tools menu under Accounting. There, you will find options for both Import and Export.

Exporting Entities

The following components are available for export from the export page. To export an entity, simply click the Export button next to it, and a CSV file will be downloaded instantly.

  • Customers
  • Vendors
  • Categories
  • Taxes
  • Items
  • Accounts
  • Transfers
  • Payments
  • Expenses

Tools


How to Export Data

Exporting data is simpler than importing in WP Ever Accounting. To export data in CSV format, simply click the Export button, and a CSV file containing your data will be downloaded instantly.

Export Customers

Navigate to Tools > Export. In the Customers field, click Export to download the data in CSV format.

Customer

Once you click Export, a CSV file containing all customer data will be downloaded. Below is a sample of the exported customer data:

Export data - Customers
Export Customers in CSV file

Export Vendors

Navigate to Tools > Export. In the Vendors field, click Export to download the data in CSV format.

Vendor

Once you click Export, a CSV file containing all vendor data will be downloaded. Below is a sample of the exported vendor data:

Vendor export data 1


Export Categories

Navigate to Tools > Export. In the Categories field, click Export to download the data in CSV format.

Category

Once you click Export, a CSV file containing all category data will be downloaded. Below is a sample of the exported category data:

Category export data


Export Taxes

Navigate to Tools > Export. In the Taxes field, click Export to download the data in CSV format.

Tax

Once you click Export, a CSV file containing all tax data will be downloaded. Below is a sample of the exported tax data:

Tax export data


Export Items

Navigate to Tools > Export. In the Items field, click Export to download the data in CSV format.

Item

Once you click Export, a CSV file containing all item data will be downloaded. Below is a sample of the exported item data:

Item export data


Export Accounts

Navigate to Tools > Export. In the Accounts field, click Export to download the data in CSV format.

Account

Once you click Export, a CSV file containing all account data will be downloaded. Below is a sample of the exported account data:

Account export data


Export Transfers

Navigate to Tools > Export. In the Transfers field, click Export to download the data in CSV format.

Transfer

Once you click Export, a CSV file containing all transfer data will be downloaded. Below is a sample of the exported transfer data:

Transfer export data


Export Payments

Navigate to Tools > Export. In the Payments field, click Export to download the data in CSV format.

Payment export data

Once you click Export, a CSV file containing all payment data will be downloaded. Below is a sample of the exported payment data:

Payment export data 1


Export Expenses

Navigate to Tools > Export. In the Expenses field, click Export to download the data in CSV format.

Expense

Once you click Export, a CSV file containing all expense data will be downloaded. Below is a sample of the exported expense data:

Expense export data 1