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Export

Multiple ways to export and organize your documents.

Overview

Booksmate gives you flexible ways to get your invoices and receipts where you need them. Tax season, record keeping, or backups, you pick the format.

Export Options

One-Time Export

Download everything as an organized ZIP file. Perfect for:

  • Local backups
  • Preparing documents for your accountant
  • Archiving completed tax years
  • Offline access

See the One-Time Export (ZIP) guide for step-by-step instructions.

Google Drive Export

Automatically upload your documents to Google Drive with smart organization. Ideal for:

  • Cloud backup and access from anywhere
  • Sharing folders with your accounting team
  • Google Workspace integration
  • Automated document management
  • AI agent integration (Claude, ChatGPT) via shared Drive access

Learn how to connect in the Google Drive export & sync guide.

Xero Integration

Export documents straight to Xero with smart mapping and posting. Perfect for:

  • Real-time sync with your accounting system
  • Automatic invoice and bill creation with line items
  • Vendor matching and account mapping
  • Multi-currency support
  • Attachment uploads for audit trails

Key features:

  • Smart Matching: matches vendors and customers in Xero
  • Account Mapping: assigns expenses to the correct accounts
  • Line Item Creation: creates detailed line items with tax codes
  • Draft or Approved: choose whether to create drafts or approved entries
  • Attachment Support: uploads original documents to Xero for reference

Follow the Xero export guide to connect and configure your organization.

Coming Soon

We're expanding export options:

  • Dropbox and OneDrive integration
  • QuickBooks and DATEV direct sync
  • Email forwarding to your accountant
  • Webhook/API exports for custom integrations
  • Scheduled exports for automation

Visit our Roadmap to vote for the features you want.

Key Features

Flexible Organization

Both export methods support customizable organization patterns:

  • Date-based: group by year, month, or quarter
  • Vendor-based: organize by company name
  • Hybrid: combine date and vendor
  • Custom patterns: use variables to build your own structure

Smart Filename Patterns

Rename documents automatically using:

  • Vendor names
  • Document IDs
  • Dates (year, month, day)
  • Currency codes
  • Custom prefixes and suffixes

Preserve Document Quality

  • Original files export without compression
  • All formats supported (PDF, PNG, JPG, and more)
  • Metadata preserved where applicable
  • No quality loss during export

Security & Privacy

Your documents are always handled securely:

  • Exports use encrypted connections
  • OAuth 2.0 for third-party services
  • No permanent storage on intermediate servers
  • You control where your data goes
  • Disconnect services anytime

For more details, see our Security & Privacy guide.

Invoices from Emails