KashFlow believes that you own your data, therefore we give you the option to export your data into the standard Sage format which is downloaded as a CSV spreadsheet. Using these files you can import your data into almost any other accountancy software if necessary. This export can also be used to create a backup on demand, for information on that please click here.
Running the Report
Access this report by going to
Reports > Business > Sage Export
Using the options of the report
- Specify a date range (to capture all data we advise using a Start Date of 01/01/1970 and End Date of the present day)
- Select “Include payments in Audit Trail Transactions” to include Invoice and Purchase payments
- When ready click the Re-Run Report button
- Click the four download buttons to download all Customers and their data, all Suppliers and their data, your Nominal Codes and your entire Audit Trail for the period defined above.
Please note that this export does not include any attachments or other documents stored in KashFlow. Also, note that support cannot help with the importing of this data into any other systems.