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One-Time Export (ZIP)

Overview

A One-Time Export downloads all your documents as a single, organized ZIP file. Unlike Google Drive and Xero, this is a manual, one-time download rather than an automatic sync. It is one of Booksmate's export options.

Configuring Your Export Pattern

  1. Click "Exports" at the top of the Booksmate application.
  2. Under "One-Time Export", click "Configure".
  3. Choose an Organization Structure for your folders:
    • Date-based organization
    • Vendor-based organization
    • Single folder
    • Date then vendor
    • Vendor then date
  4. Set your Filename pattern. Use the variable buttons to insert {{vendor}}, {{documentId}}, {{year}}, {{month}}, {{day}}, {{currency}} or {{quarter}}.
  5. Check the live preview examples, then click "Save Pattern".

Downloading Your ZIP

  1. Click "Exports" at the top of the Booksmate application.
  2. Under "One-Time Export", click "Export".
  3. Review your folder and filename patterns, then click "Export .zip".
  4. Your documents download as a single ZIP file.

NOTE: Original files export without compression or quality loss, and all formats are supported (PDF, PNG, JPG, etc.).

Benefits of One-Time Export

  • Create local backups of your documents.
  • Prepare a tidy, organized archive for your accountant.
  • Keep offline copies of completed tax years.
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