how to download excel or cvs formats

elizabeth51elizabeth51 Member Posts: 3

I want to import my clients to mailchimp and also need to download all the data I can for my CPA but I see only the option to print invoices and such. This means I pay the CPA more money or I spend the time formatting that to an excel. Is there a way to export in a new file format?
Thank you!

Comments

  • JamieDJamieD Administrator Posts: 736 admin

    Hey @elizabeth51. You should be able to go to your Settings, select 'Data Export' under the Others section in Wave. From here, you will be able to export your 'Transactions' which will include all the information you are looking for (including customer data in a CSV format).

  • Voice_01Voice_01 Member Posts: 2

    I am having the same issue @elizabeth51 , there doesn't seem to be an option to download a customer list, only transactions

  • Voice_01Voice_01 Member Posts: 2

    @elizabeth51 if you choose the download all transactions file the customer list is amongst it.

  • MerlinAccounts_UKMerlinAccounts_UK Member Posts: 97 ✭✭

    Couldn't you let your CPA be a collaborator (admin level) so that they can view the data directly and download what they need whilst they prepare your accounts?

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