When should you export your Bizwazi records?

A data export is useful whenever you need your own copy of your business records outside Bizwazi.

Steps

• Export your records before closing your account.
• Export records before sending information to an accountant or bookkeeper.
• Export records at the end of a month if you want a backup copy.
• Export records before making major changes to your business process.
• Export records if you want to open your data in spreadsheet software such as Excel or Google Sheets.

Useful tips

• Do not wait until the last minute before account closure.
• Store exported records securely.
• Use exports as a backup, not as a replacement for keeping Bizwazi up to date.