Your records are yours. Several screens let you download them. Exports from Plan and billing work on any plan, even if your account is paused or cancelled.

1. In the Hub menu open Current plan.
2. Find 📦 Export your records.
3. Tap one of: Customers, Properties, Quotes, Invoices, Schedule, Activity log.

Each downloads a spreadsheet (CSV) file you can open in Excel or Google Sheets. The same buttons show in the cancel window.

On the Customers page open ⇅ Import / Export. You can export all, filtered or selected customers to CSV or vCard. You can also use it to import from files made by QuickBooks, Google or other tools.

On Finance & Reports → Profit and loss, tap Download for a spreadsheet. The file includes the basis and the “not tax advice” note.

1. Open Settings → Your data.
2. Under Download a copy of your data, type Your password.
3. Tap Make a copy. A large account can take a few minutes. You can leave the page.
4. When it says Ready, tap Download the ZIP.

The ZIP has one JSON file and one CSV file for each kind of record, such as customers, jobs, quotes, invoices, payments, messages and team. Pictures are listed by name, and small ones are included. Passwords, secret keys and private links are left out. The link stops working after a set number of days shown on the page.

• Use the Profit and loss CSV for the numbers.
• Use QuickBooks or Xero sync so invoices and payments go across. See “Connect QuickBooks Online” and “Send customers, invoices and payments to Xero”.

• Keep downloaded files safe. They hold personal details.
• Export before you cancel, though you can still export afterwards.

• The export asks for a password. It is the password for your VisionScaper sign-in.
• The download link stopped working. Make a new copy.
• A number is missing in a CSV. The CSV matches what is recorded in the Hub.

• Profit and loss report
• Your plan and billing (contractors)
• Connect QuickBooks Online