You can export data from BlueFolder by going to Settings > Import/Export > Export. Choose the data set to be exported, such as:
- Customer Contacts & Addresses
- Customer Contact Email
- Work Orders
- Labor Activities
- Available Table
After choosing an option, 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.
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.