Exporting your data¶

Download a copy of your records to keep, to hand to your accountant, or for your ATO record-keeping.

You export from Settings → Account, under Export Your Data. What you can download depends on your role.

Full organisation export (owners and admins)¶

Owners and admins can download a complete copy of the organisation's records as a single ZIP file. It contains CSV files for:

• Customers
• Invoices
• Expenses
• Quotes
• Credit notes, including where each one's credit was applied
• Recurring items
• Products
• Chart of accounts
• Your organisation settings

The ZIP also includes your receipt files, and a rendered PDF of every invoice (this is optional and turned on by default). Including invoice PDFs makes the download larger, so you can untick it if you are on mobile data.

How to export¶

1. Go to Settings → Account and find Export Your Data.
2. Choose a Period: All time, or a single financial year (1 July to 30 June).
3. Tick or untick Include invoice PDFs.
4. Click Download Export.

The download uses a one-time link. If your export would be very large, FairBooks lets you know so you can narrow it down by financial year first.

The ZIP also contains a MANIFEST.txt recording what the export covers: your organisation name, when it was produced, the period, whether invoice PDFs were included, the number of records in each CSV, and notes such as the fact that items sitting in the rubbish bin are not included. If a receipt or PDF could not be read, it is listed there too so you know an empty placeholder took its place.

Checking your receipts are unaltered¶

Every receipt you upload is fingerprinted with a checksum when it arrives. The checksum and the file size are included in expenses.csv alongside the receipt's path in the ZIP, so you can prove an exported receipt is byte-for-byte the file you uploaded.

MANIFEST.txt includes the one-line command to check a receipt yourself. If the value it prints matches the checksum column in expenses.csv, the file has not been altered. This supports the ATO's requirement to keep a true and clear copy of your records.

Personal export (members)¶

If you are a member, you can download a copy of your own personal data: your profile, your organisation memberships, and a log of your activity. Business records such as invoices, expenses, and customers belong to the organisation, so ask an owner or admin if you need a full export.

To do this, go to Settings → Account and click Download My Data.

After you cancel¶

If your subscription is cancelled, your data stays available to export for 30 days. After that the organisation and its records, including receipt files, are permanently deleted. Download a full export as soon as you cancel if you want to keep a copy.

Resubscribing within the 30 days restores full access. Your own personal data export (Download My Data) is not affected by this window.