Billing & Account

Export Data Before Account Changes

Use Data export to download finance reports, customer lists, booking lists, and a full company backup before billing or account deletion changes.

Updated August 20, 2026 1 min read
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Before billing changes, account cleanup, or deletion, use Data export to download records the agency may need later.

Open data export from Account

  1. Open Users and accounts.
  2. Find Export company data.
  3. Select Open data export.
  4. Download the needed finance, customer, booking, or full company export.

What to export

  • Finance report: income, expenses, tax records, dates, categories, and notes.
  • Customers: contact details, driver references, notes, and booking counts.
  • Bookings: booking numbers, customer details, vehicles, dates, statuses, and totals.
  • Full company export: agency profile, vehicles, bookings, customers, finance, invoices, payments, employees, maintenance, expenses, and tax settings.

Privacy check

Exports can include customer, employee, invoice, payment, receipt, and internal note data. Share exported files only with authorized staff, accountants, or approved service providers.

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