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Exporting your data

The practice owner can download all the practice's data, or one client's, in one zip file.

Downloading

  1. Open Import and export

    Choose "Import and export" in the menu.

  2. Download

    Press "Download everything", or choose a client and press "Download this client".

What is in the zip

  • A CSV file and a JSON file for every table: clients, ledgers, VAT, payroll, deadlines, approvals and messages. Amounts are in pence.
  • Each set of company accounts as an iXBRL file, with a members' copy and a filing copy for FRS 102 accounts, and sole trader and partnership accounts as web pages.
  • Every file clients uploaded to the portal.
  • Filing passwords and authentication codes are never included. Every download is written to the audit log.

Related articles

Getting startedInviting staff and setting rolesA practice has two roles, owner and staff.Running the practiceBilling and your subscriptionThe Billing page shows your plan, the number of users, the price and the status of the subscription.

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