Go to Documents and select the document type (invoices, estimates, clients, etc.)

Apply a status or date filter if needed (e.g., unpaid invoices from last year)

Tap the checkmark in the upper right corner

Select the documents you want to export - tap the top checkbox to select all

Tap Export in the bottom menu

Choose PDF, XLS, or CSV

The export is sent to your login email as a zipped file

Go to Documents and select the document type (invoices, estimates, clients, or products/services)

Apply a status or date filter if needed

Select the checkboxes next to the documents you want to export - click the top checkbox to select all

Click Actions → Export

Choose PDF, XLS, or CSV

XLS and CSV - downloaded immediately as a single file, compatible with MS Excel

PDF - sent to your login email as a zipped file, with up to 20 invoices per PDF file