Export Data

WP Ever Accounting provides robust data export functionality, enabling users to efficiently extract and manage critical accounting data. This guide elaborates on exportable entities, the format of the exported data, use cases, and the steps for a successful export process.

General Steps to Export Data

Exporting data is an intuitive process in WP Ever Accounting.

  • Access the Tools Section
    Navigate to Accounting > Tools in the WP Ever Accounting dashboard.
    The page will display options for both Import and Export.
  • Locate Export Options
    Switch to the Export tab.
    You will see a list of available entities for export, each with a dedicated Export button.
  • Export the Desired Entity
    Click the Export button next to the specific entity (e.g., Customers, Vendors).
    The system will generate a CSV file containing all relevant data and download it to your local device.
  • Open and Review Data
    Open the downloaded CSV file in your preferred spreadsheet editor (e.g., Excel, Google Sheets) to review and process the data.
Tools

Exportable Entities

Customers

Customers represent individuals or organizations to whom products or services are sold.

  • How to Export
    Navigate to Tools > Export.
    Locate the Customers section.
    Click the Export button.
  • Exported Data Includes
    • Customer Name: Full name of the customer.
    • Contact Information: Email addresses, phone numbers.
    • Address Details: Street, city, state, postal code, and country.

Associated Metadata: Tax ID, associated categories, and custom fields.

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

Vendors

Vendors represent suppliers or organizations that provide goods or services.

How to Export
Navigate to Tools > Export.
In the Vendors section, click Export.

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

Categories

For better reporting and analysis, categories help organize transactions like payments, expenses, and items.

How to Export
Navigate to Tools > Export.
Locate the Categories section and click Export.

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

Taxes

Taxes are crucial for compliance and financial accuracy.

How to Export
Navigate to Tools > Export.
Select the Taxes section and click Export.

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

Items

Items represent products or services that you sell or purchase.

How to Export
Navigate to Tools > Export.
Click the Export button in the Items section.

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

Accounts

Accounts represent the financial institutions and balances managed within the system.

How to Export
Navigate to Tools > Export.
In the Accounts section, click Export.

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

Transfers

Transfers track the movement of funds between accounts.

How to Export
Navigate to Tools > Export.
Click the Export button under the Transfers section.

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

Payments

Payments detail the transactions where money is received or paid.

How to Export
Navigate to Tools > Export.
In the Payments field, click Export.

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

Expenses

Expenses represent the costs incurred for operations.

How to Export
Navigate to Tools > Export.
Locate the Expenses section and click Export.

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

Key Benefits of Data Export

  • Data Backup and Recovery
    Regular exports ensure your data is safe and retrievable in case of technical issues.
  • System Integration
    Exported CSV files can be imported into other accounting tools or systems, ensuring seamless integration.
  • Ease of Sharing
    CSV format ensures compatibility for sharing with auditors, consultants, or stakeholders.

Final Notes

  • Regularly review and update your data before exporting.
  • Ensure all exported data is securely stored and only shared with authorized personnel.
  • For any issues during the export process, consult WP Ever Accounting’s support team or documentation.