Export Jobs, Quotes and Invoices to CSV
Trade2Base lets you export all your key records — jobs, quotes, invoices, and customer lists — to CSV files that open in Excel, Google Sheets, or any accounting software. Use exports for end-of-year accounts, custom reporting, or to migrate data to another system.
CSV export is available on the Pro and Scale plans. If you are on Solo or Team, upgrade at Settings → Billing & Plan to unlock this feature.
How to run a CSV export
Click "Reports" in the Trade2Base sidebar. If you don't see it, make sure you are on a Pro or Scale plan.
Click the "Export data" tab at the top of the Reports page. You will see four export types: Jobs, Quotes, Invoices, and Customers.
Select the type of data you want to export. Each export produces a separate CSV file with the relevant columns for that record type.
Use the filter panel on the right to narrow your export. You can filter by date range, status, and assigned engineer. Apply as many filters as you need.
Click the blue Export CSV button. The file downloads immediately to your browser's default downloads folder.
What each export includes
Job reference, title, customer name, address, status, assigned engineer, scheduled date, completion date, job type, total value, and any custom fields you have set up. One row per job.
Quote number, linked job reference, customer name, date created, date sent, expiry date, total value, VAT amount, status (Draft, Sent, Accepted, Declined), and conversion date if accepted.
Invoice number, linked job reference, customer name, issue date, due date, total value, VAT amount, status (Draft, Sent, Paid, Overdue), payment date, and payment method. This is the most useful export for your accountant or HMRC.
Customer name, company name, email, phone, address, total jobs, total invoiced, total paid, last job date, and any tags. Useful for CRM or mailing list purposes.
Filtering your export
Filters let you export exactly the slice of data you need rather than your entire history.
Set a start and end date to export only records within a specific period. For example, set 1 April – 5 April to export for a UK tax year, or pick a calendar month for monthly reporting.
Export only paid invoices, only accepted quotes, or only completed jobs by selecting the relevant status from the dropdown. You can select multiple statuses at once.
On Team, Pro, and Scale plans, you can filter by assigned engineer to export jobs or invoices for a specific team member. Useful for commission calculations or individual performance reports.
Using CSV exports with accounting software
The Trade2Base invoices CSV is formatted so it can be imported directly into most accounting packages. The column names match common import templates.
If you are on Pro or Scale, you can connect Xero or QuickBooks directly for automatic sync instead of manual CSV import. See the Connect Xero guide.
For software without a direct Trade2Base integration, use the CSV export and import it using the import wizard in your accounting package. The date format in Trade2Base exports is DD/MM/YYYY to match UK conventions.
Tips for cleaner exports
Running a monthly invoice export is a good habit. It takes 30 seconds and gives you a local backup of your financial records outside Trade2Base.
Upload the CSV to Google Sheets and use pivot tables to analyse revenue by engineer, job type, or postcode in minutes — no specialist software needed.
If you have more than 10,000 records in a single export, Trade2Base splits the file into batches of 5,000 rows and emails them to you as a zip file rather than downloading instantly. This usually takes less than a minute.
Still need help? Contact support
Upgrade to Pro to unlock CSV exports, expense reports, and accounting integrations.
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