Help articles

If the export frequency under 'Integrations', 'Default file settings' is set to 'Never', or if you want to export the documents manually in the meantime, proceed as follows:

In the 'Files' menu, click a client file and then the 'Export' submenu that appears.

Using the date you enter, you can export or download the documents 'up to and including' a certain date.

Choose 'Export' to send the documents to the accounting software (provided an integration is active) or 'Download' to download a ZIP file via your browser.

Then select the document types you want to export/download.

At the bottom, you see the number of documents ready for export for each month. By default, only documents that have not been exported before are included in the selection, unless the 'Include already exported' option is ticked.

Once you confirm, the documents are marked as exported, unless the 'Export without changing the document status' option is ticked.