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Kuberan AI Help

Export

Open Export

Overview

Kuberan AI Books offers two export paths for different purposes:

  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.
  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.
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, Items, Tax settings, Invoices, Bills, Payments, Bank Transactions, Journal Entries, Documents, Reconciliations, Transfers, Deposits & Customer Deposits, Credit Memos & Vendor Credits, Estimates, Purchase Orders, Sales Receipts & Daily Sales, Fixed Assets, Bank Rules, Recurring Templates, Fiscal Periods, and Settings.

Steps

  1. Open Export Client Data. All modules are selected by default — use Select All / Select None to adjust.
  2. Optionally tick Include Document Files to bundle the stored documents themselves (this increases the ZIP size significantly).
  3. Click Export [N] Modules. A progress bar tracks the job.
  4. When complete, the page shows the file name, size, and record count — click Download ZIP.
Include Document Files

Downloads the actual document files from storage into the ZIP. Leave it off for a data-only backup, or on for a complete archive.

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.
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.

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.

  • 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