Settings
Business, bank & categories, and your login.
Your business details and registration information
Cash is the default. This switch changes how invoices post — it is not a display-only preference. This is an election the business makes its first year, changing this afterwards requires refiling previous returns. Check with the tax guy before reverting.
Revenue hits when you categorize the bank deposit as Sales Revenue. Unpaid invoices stay off the books.
Status: Not enabled
Filings and authorizations this business should keep on file.
Export all your business data including transactions, categorizations, settings, and more
What's Included
- All transactions and categorizations
- AI learning data (corrections and patterns)
- Business financial settings
- Inventory items and transactions
- Assets and depreciation records
- Payroll and employee data
- Adjusting journal entries
- Import settings and preferences
Export Format
Data is exported as a JSON file that can be opened in any text editor or imported into other systems. The file includes all metadata and can be used for backup, migration, or compliance purposes.
Select a JSON backup file to restore your account data. This will recreate your account from the exported backup file.