Download the available records
- Sign in as the owner and open Settings → Accounting.
- Choose Export customers, Export jobs, Export invoices, or Export payments. Each download contains that type of record for your business.
- Open the file and check the row count, amounts, dates, and record identifiers before sharing it with your accountant.
Read the files correctly
- Invoice and payment amounts with names ending in Cents are integer cents. Divide by 100 when you need a dollar amount.
- These are summary exports. They do not include every estimate, line item, photo, signature, or audit record and are not a complete backup of the workspace.
- Customer exports exclude deleted customers by default. An empty dataset produces an empty CSV file.
- Each export has a 50,000-record limit. If the limit is exceeded, the app returns an error rather than a partial file. Contact support to discuss a complete export.
Accounting connections are not available yet
FieldClose does not currently connect or sync directly with QuickBooks or Xero. Download CSV files and work with your accountant on the mapping and import requirements of their accounting system.
Keep exports in a secure location and share them only with people who need access. Export the records you need before closing an account.