Dashboard exports
Exports are started from the page whose data you want. Each honours the filters and sort applied on screen, so what you export is what you are looking at.1
Open the page
Customers, Invoices, Subscriptions, Payments, Refunds, or Quotes.
2
Filter first
Apply the filters and sort you want; the export carries them through.
3
Export
Use the export action and choose CSV or XLSX.
4
Download
Larger exports are prepared in the background and download when ready.

CSV and XLSX open directly in Excel and Google Sheets. Set identifier columns to text on import so they are not reformatted as numbers or dates.
Invoice and credit note PDFs are documents, not data exports: fetch them from the document itself, or through
GET /invoices/{id}/pdf. See One-Off Invoices.
Accounting journals have their own dataset. If you’ve configured the NetSuite connector for CSV export rather than direct sync, netsuite_journals produces journal entry files ready to import into NetSuite, with a preview of what’s pending before you run it. Every run is kept in the Exports tab of the invoices page, where you can re-export a file, a run, or every exported invoice. See NetSuite.
Exporting through the API
Anything you can export you can also read from the API, which is the better route for anything recurring. List endpoints accept the same filters as the dashboard, return JSON with adata array and pagination, and page with limit and offset. Sort with sort=<field>:<asc|desc>. See the API overview.
List endpoints by record
Quotes have no list endpoint in the
2026-04-01 API; export them from the dashboard.
Continuous replication
For analytics, replicate continuously with a data integration rather than scheduling exports: BigQuery or ClickHouse. For accounting, prefer the accounting integrations over manual exports — they keep the two systems reconciled instead of producing a snapshot that ages. See QuickBooks, Xero, and NetSuite.Choosing
Filter before exporting
The export carries the on-screen filters. Narrowing first beats exporting everything.
Use the API for anything recurring
A scheduled pull against the list endpoints is repeatable; a manual export is not.
Integrate rather than export
For accounting and analytics, an integration stays in step.
Handle exports as customer data
Contact and billing details are inside.
Next steps
Insights
Aggregates without pulling every record.
Data integrations
Replicate continuously into your warehouse.