With Joist you can download your Invoice and Estimate data for record keeping and accounting purposes.
You can do this from a Desktop or Laptop computer when you sign into your Joist account at pro.joistapp.com
Go to your Estimates or Invoices section from the lefthand column
Click the grey Export button at the top right of the screen
Select the month you would like to export
A .CSV file will be downloaded to your computer, which can be opened with a spreadsheet app like Microsoft Excel. You can repeat this process for each month you wish to download.
Note: If you are using a smaller sized computer monitor or a laptop with a smaller display, you may need to zoom out to see all of your available exports.
Windows: CTRL + the minus key to zoom out / CTRL + the plus key to zoom in.
Mac: CMD + the minus key to zoom out / CMD + the plus key to zoom in.
Frequently Asked Questions
Can I create custom exports?
The export feature is a basic feature intended only for tax and accounting purposes. For a more detailed analysis of your estimates and invoices, we recommend the Reports feature.
Can I filter, sort or search through my exported data?
Opening your exported CSV file in a spreadsheet app like Microsoft Excel will allow you to filter, sort or search through the information contained in the monthly exports.
Can I export by year?
The export feature only allows for monthly exports currently, but multiple months can be combined in your spreadsheet app.
What information is included in the .CSV export file for each month?
Estimate / Invoice #
Client Name
Subtotal
Tax
Total
Date Issued
Date Created
Payment Received Less Refunds
Are line items included in my estimate / invoice export?
The export feature does not include line item information currently.
Can I use the export feature to print all of my estimates / invoices?
Full, formatted copies of your estimates / invoices can be printed using the "print" button when viewing individual documents. The export feature only contains basic accounting data in CSV format.