Your invoice data stays yours.

Use the account data export to download a backup. For a collection of invoice PDFs, use the invoice download workflow to prepare the archive you need.

Yes. Choose the invoices or filtered group in the invoice list and prepare a download archive.

Yes. Filter the invoice list for the relevant client or period before preparing the download. Use report filters for the equivalent CSV view.

Yes. Download the relevant invoice PDF archive and export the report or invoice rows as CSV. These give your accountant the documents and the data for that set.

Yes. The client importer supports the client data JSON file from a MostlySame account export.

The account data tools include backup import. Read the import screen’s explanation and keep a copy of your current data before restoring a backup.

Yes. Clear the guest sandbox’s demo data when you want a clean start. You can load demo data again to try another workflow.

Yes. Open the recorded invoice and download its PDF or HTML. Account backup and invoice downloads are separate choices.