Security & Data
Protect your account, manage access and understand how your data is handled
3 articles
- Export customer and supplier account cardsLearn how to export customer and supplier account data in Shine. Download account statements for all or individual contacts to review invoices, payments, and outstanding balances.
- Backing up your accountsLearn how to back up your Shine data. Export all transactions or create a full accounting backup—including invoices, payments, contacts, and reports—in just a few clicks.
- Export cash journalLearn how to export your cash book in Shine. Download your daybook as a CSV or Excel file for printing, reviewing, or re-importing after making adjustments.