Download all your data
Get one ZIP file with your main lists as CSV files, the chart of accounts, today's trial balance and bill and expense attachments.
- Who can do this
- Business owners
- Where
- Settings, then Download your data
- You'll need
- An active business, or one suspended because its plan expired
Ask for your data
- Open Settings, then Download your data.
- Select Prepare download.
- Wait for the email, then select Download your data in it.
- Sign in as an owner of the business if QixCount asks you to. The ZIP file downloads.
QixCount emails the owner who asked. The link works for 7 days. You can also download the file from Recent downloads on the same page until then: select Download next to it.
What the ZIP file holds
Each list is one CSV file with every record, not only one page, and with no filters:
- Customers, vendors, quotes, invoices, credit notes, payments received, bills, vendor credits, bill payments, checks and bank transactions
- Expenses, when Expenses appears under Expenses & bills in your sidebar
- Journal entries, with one row for each line, in date order and then by entry number
- Products and services
- The chart of accounts, including inactive accounts
- A trial balance of posted balances on the day the file is made, with the date in its file name. It lists every account with postings, inactive ones too, so its totals agree
A Nonprofit business also gets a nonprofit folder with donors, gifts (cash and non-cash) with one row for each split, grants, funds, programs, donor restrictions and pledges. Its journal entries include each line's fund, program, grant, restriction, net asset class and functional category.
Files attached to bills, bill payments and expenses are in an attachments folder, with a folder for each record named by its number. Expense files are included only when Expenses appears in your sidebar. If a stored file can't be read, attachments/missing-files.csv lists it.
Amounts are plain numbers with two decimals, and dates are written as year, month and day. A README.txt file lists what is included.
What the ZIP file leaves out
The ZIP file doesn't include bank reconciliations, budgets, recurring schedules, 1099 forms, bank rules, settings or users. Files attached anywhere other than bills, bill payments and expenses aren't included either.
Refunds have no file of their own, but the journal entries they posted are in the journal entries file.
Good to know
- Only owners can open Download your data, ask for a download or use the link. Staff with settings permission can't.
- One download is prepared at a time. While one is being prepared, Prepare download is unavailable and the page says so. A download still waiting to start after 6 hours, or still being prepared 30 minutes after it started, has stopped: the page then shows it as Failed, and you can ask again.
- Recent downloads shows the business's five most recent requests, each as Waiting to start, Preparing, Ready or Failed, with how many files and how large it is. After 7 days a ready download shows Expired; ask for a new one.
- Each request and each download is recorded in the activity log.
- If your business is suspended because its plan expired, owners can still open this page. Select Download your data on the suspension screen, or the link at the bottom of Plan & billing. Other suspensions block it.
To export one list with its filters, see Export a list to CSV or Excel.