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Exporting one client

Run a bulk export against a single client — pick a template, date range and destination.

The Export tab inside a client is the single-client version of Practice → Exports.

  1. Pick a template (Xero, QuickBooks, Sage, IRIS, KashFlow, FreeAgent, Generic CSV).
  2. Choose a date range or preset (tax year, quarter, month, custom).
  3. Optionally include receipt images — LedgeIt then bundles the CSV and the images into a ZIP.
  4. Tap Export — the file downloads and the run is recorded in your export history.

Every export is logged with the user, template, range and time. See Exporting client data for the audit trail and the bulk-across-clients flow.