Logo
Submit a request

How to Export Data from BlueFolder

You can export data from BlueFolder by going to Settings > Import/Export > Export.  Choose a dataset to be exported. After choosing a dataset, you'll see a list of filtering options. If you don't choose to filter the data, all relevant records will be included in the export file.

Export_Data_Options.PNG

The file can be saved in an Excel, .csv, or .txt format. It is meant for record-keeping and data analysis only. If you want to export a file and then import it into QuickBooks, go to the Billing tab.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request