Export

Open QuickBooks Export Open Client Data Export

Overview

Kuberan AI Books offers two export paths for different purposes, each on its own screen:

1. Export Client Data (ZIP) — a complete, module-by-module backup of the client as a .zip archive, designed to be restored with Import Client Data into another workspace or environment. It lives at Export → Client Data (/app/books/:clientId/export/client-data).
2. QuickBooks Export (IIF) — a ledger export in IIF (Intuit Interchange Format) for importing the client’s data into QuickBooks Desktop, with a validation step and an optional date-range filter. It is the main Export screen (/app/books/:clientId/export).

Screenshot coming soon

The Export screen: select which data to export and the destination format.

Export Client Data (ZIP)

A whole-client export bundles every selected module’s data — and, optionally, the actual document files — into a single ZIP for backup or migration.

What it exports

Every Books module: Chart of Accounts, Bank Accounts, Customers, Vendors, Products & Services, Tax Rates & Settings, Invoices, Bills, Payments, Bank Transactions, Journal Entries, Documents, Reconciliations, Transfers, Deposits, Credits & Memos, Estimates, Purchase Orders, Sales & POS, Fixed Assets, Bank Rules, Recurring Templates, Fiscal Periods, and Client Settings.

Steps

1. Open Client Data Export. All available modules are selected by default — use Select All / Select None to adjust. Each module shows its record count.
2. Include Document Files is on by default — leave it on to bundle the stored documents themselves, or turn it off for a smaller, data-only ZIP.
3. Click Export [N] Modules. The export runs as a background job with a progress bar.
4. When complete, the page shows the file name, size, and record count — click Download ZIP.

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Include Document Files

Downloads the actual document files from storage into the ZIP. On by default; turn it off for a data-only backup, or leave it on for a complete archive (which increases the ZIP size significantly).

Tip

The ZIP this produces is exactly what Import Client Data consumes — export here, import there to clone or move a client.

QuickBooks Export (IIF)

The IIF export generates a tab-delimited file for QuickBooks Desktop, validating the data first and letting you filter by transaction date.

What it exports

Chart of Accounts, Customers, Vendors, Products & Services, Invoices, Bills, and Payments (received and vendor payments combined) — up to seven data types.

Steps

1. Select data — tick the data types to include (each shows its record count). Optionally tick Filter transactions by date range and set a Start Date / End Date. Click Continue.
2. Validate — the export is checked; any Errors (must fix) and Warnings (review) are listed, with a per-type record summary. Errors disable the export until resolved.
3. Click Export to IIF. A spinner shows while the file is generated.
4. Complete — review the file name, size, record count, and timestamp, then click Download IIF File. The How to Import into QuickBooks Desktop card explains the QuickBooks side.

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Validation Results

Errors block the export (e.g., data QuickBooks can’t accept); warnings are advisory. A green “Data validation passed” confirms the file is ready.

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Recent Exports

The sidebar lists your last several export jobs with timestamps and download links, so you can re-download a recent IIF file.

Bank-Only Export

To export just bank transactions or bank accounts (CSV, or JSON with linked payments and journal entries), use the Export Data modal on the Bank Accounts page instead — it lets you pick exactly which fields to include.

Related

• Import — Restore a client-data ZIP into another workspace
• Bank Accounts — Bank-only CSV/JSON export
• Reports — Financial statements and analytical exports
• Chart of Accounts — Account mapping included in every export