Exporting Data
The Export feature lets you download your business data as CSV files. Export customers, quilts, invoices, or tax summaries with customizable column selection and filtering options.
Available Datasets#
| Dataset | Description | Best For |
|---|---|---|
| Customers | Contact info, addresses, tags, status | Mailing lists, CRM backups |
| Quilts | Project details, pricing, dates, materials | Project tracking, pricing analysis |
| Invoices | Amounts, taxes, payment status, line items | Accounting, financial reports |
| Tax Summary | Tax-focused view of invoice data | Tax prep, quarterly reports |
How to Export#
- Navigate to Import / Export > Export tab
- Select a dataset from the dropdown
- (Optional) Set date range and status filters to narrow results
- Adjust column selection — each dataset has sensible defaults pre-selected. Use "Select All" for a complete backup.
- Click "Download CSV"
- File downloads as
{dataset}-export-YYYY-MM-DD.csv
Column Selection#
Each dataset offers a full set of available columns organized by category (basic info, customer details, financial, dates, etc.). Default columns are pre-selected for the most common use case, but you can select/deselect individual columns or use Select All / Clear.
Filter Options#
- Date Range: Filter by creation date (customers/quilts) or issued date (invoices/tax summary)
- Status: Filter by record status (e.g., Paid invoices only for tax reporting)
Combine date and status filters for targeted reports like "all paid invoices from Q3."
Tips#
- Regular backups: Export all datasets monthly with "Select All" columns for a complete backup
- Tax reporting: Use the Tax Summary dataset filtered to Paid status for the relevant quarter
- Before major changes: Export your data first as a restore point
- Opening in Excel: Use Data > From Text/CSV and select UTF-8 encoding to avoid character issues
Related Documentation#
- Importing Data: Import data into Quilt Logger
- Customer Management: Customer data structure
- Quilt Tracking: Quilt data structure
- Invoice System: Invoice data and tax settings
Last Updated: February 2026