Export Invoice Data for Accounting / Year End

With Joist you can export or download your Invoice and Estimate sales data for record keeping and accounting purposes.

 

You can download your information from a Desktop or Laptop computer when you sign into your account at www.my.joistapp.com:

 

  1. Go to your Estimates or Invoices section on the left side of the screen

  2. Click the grey Export button at the top right of the screen

  3. Select the month you would like to export

 

A .CSV file will then download to your computer. 

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