Hard drives fail, SaaS subscriptions change, auditors knock. When your data lives only in the cloud, peace of mind comes from having your own copy—offline and under your control. Invoice Master makes that copy a one‑click affair.
Why Export Regularly?
- Audit & tax prep: Accountants love neatly packaged CSVs and PDFs.
- Vendor independence: Keep operating even if you switch platforms.
- Disaster recovery: Local backups beat internet outages every time.
- Client trust: Show prospects you have a bulletproof data‑protection plan.
One‑Click Export: 30‑Second Walk‑Through
- Go to Settings → Export / Backup.
- Click “Generate ZIP.”
- Wait a few seconds; you’ll get a download link by email and in‑app notification.
- Save the file to your preferred secure location (encrypted drive, cloud vault, etc.).
Inside the ZIP you’ll find:
- CSV files for invoices, quotes, bills, contacts, products and tasks.
- PDF copies of every invoice and quote.
- Attachments (receipts, images) in original formats.
- A README with column definitions and import tips.
Pro Tips for Bulletproof Backups
Automate the Routine
Set a monthly reminder—or pair the export button with a calendar note—for hands‑off consistency.
Encrypt at Rest
Use 7‑Zip or macOS Archive Utility with a strong password before storing in Dropbox, Google Drive or physical USB.
Maintain a 3‑2‑1 Strategy
Three copies, two different media, one off‑site location. Example: laptop SSD, external HDD, cloud drive.
Version Your Files
Append the date to each archive: InvoiceMaster_Backup_2025‑09‑02.zip. Easy diff tracking, quick rollback.
Frequently Asked Questions
Q: Does exporting affect my live data?
Not at all—it’s a read‑only snapshot.
Q: How long is the download link valid?
24 hours for security; regenerate anytime.
Q: Can I re‑import the CSVs later?
Yes—use Settings → Import to restore or migrate. The README explains mapping.
Q: What about sensitive attachments?
They’re included as‑is. Encrypt the ZIP before emailing or off‑site storage.
Q: Is the export GDPR‑compliant?
Yes. You retain full control and can fulfill right‑to‑data‑portability requests in minutes.
Your 5‑Minute Action Plan
- Generate today’s ZIP.
- Encrypt it.
- Store one copy locally, one in the cloud.
- Add a monthly recurring reminder.
- Relax—your data is truly yours now.
Your business runs on numbers—own them.
