Take a copy of everythingNew
Download your customers, quotes, jobs, invoices and payments as spreadsheets — for your accountant, for your own records, or to take with you.
Written 10 October 2026
What is said in this recording
Everything this business has recorded — customers, quotes, jobs, invoices, payments, your price list, your team and your activity log — as a folder of spreadsheets. You can open them in Excel, Numbers or Google Sheets, send them to your accountant, keep them as a backup, or use them to answer a customer asking what you hold about them. It is your data and there is nothing to ask us for.
Step by step
- 1
Go to Settings.
- 2
Under “Your business”, find “A copy of your data”.
It is only there if you are the business owner. Nobody else on your team can see it or download it.
- 3
Press “Download a copy of my data” and wait.
A long-standing business can take a minute. The button says it is working while it is.
- 4
Open the .zip file your browser saves.
Start with README.txt, which says what each spreadsheet holds and how to read the figures.
Worth knowing
The owner, and nobody else
Not your office, not a manager, not somebody with every area switched on. This is the whole customer list, every price and every margin in one file, so it leaves only by your decision. Every download is written to your activity log with who took it and when.
The photographs are listed, not included
Job evidence and documents come out as a spreadsheet naming every file with a link to it — one phone video can be hundreds of megabytes, so putting them in would make a download nobody could finish. Those links work without signing in, so keep the file somewhere private.
Nothing anybody could sign in with
No passwords, no two-factor secrets, no card or bank credentials, and none of the keys for your accounting connection. Nothing belonging to another business either — every row in it is your own.
Why some numbers look odd in Excel
A cell that starts with = + - or @ is given an apostrophe in front of it, because a spreadsheet would otherwise run it as a formula. The apostrophe is not part of your data. Dates are written the international way round (2026-10-10) so they sort properly; your spreadsheet will show them however you have it set.
An empty spreadsheet is an answer
Every file is there whether or not you have ever used that part of TaskMyJob, with its column headings and no rows. contents.csv lists each one and how many rows it has, so you can tell an empty table from a missing one.
Take one before you change anything big
Removing somebody from your team, switching accounting packages, or a tidy-up of old customers — a copy taken first costs a minute and settles any later argument about what was there.