Bulk export

Step-by-step procedure for combining 2-20 scanned engagements into a single export (PDF, XLSX, CSV, or ZIP).

Prerequisites

• You are on Solo or Firm. Free tier does not have bulk export.
• You have at least 2 engagements with completed scans. The picker only shows scanned engagements; anything that hasn't finished a scan yet is filtered out automatically.
• For cross-client exports specifically, the Firm tier unlocks unlimited engagements. Solo caps at 5 active engagements total; bulk export still works on Solo but is most useful once you have more than 5 clients.

Steps

1. Open the bulk export page. From the dashboard, click Bulk export in the header strip above the engagement list. The direct URL is /projects/bulk-export. If the link does not appear, confirm you have 2+ scanned engagements.

2. Pick the engagements. Each row shows the client name, the period label (or date range if no label), and the health score. Click a row or its checkbox to include it. The top toggle is Select all / Deselect all, capped at 20. The counter in the top right shows N of 20 selected.

   If you have more than a handful of clients, type into the Search clients box above the list to narrow by name (case-insensitive substring match on the client name). While a search is active the button relabels to Select visible / Deselect visible and only touches rows that match the current filter, so selections you made before narrowing stay intact. Clear the search to see the full list again.

3. Choose a format. The dropdown lists:

   • Report (PDF) — concatenated full diagnostic reports.
   • Assessment (PDF) — client-facing assessment for each.
   • Proposal (PDF) — combined pricing proposal.
   • Checklist (XLSX) — one spreadsheet, one tab per engagement.
   • JE memos CSV — two variants: SaasAnt or QBO.
   • Everything (ZIP) — the four artifact types in one archive; useful when you want to hand an engagement handoff packet to a staff bookkeeper.

4. Click Generate. The export downloads to your browser as the format you picked. For large bundles the ZIP may take 30-60 seconds; don't navigate away.

Troubleshooting

• "Too many export requests" — rate limited to 5 bulk exports per 10 minutes. Wait a few minutes.
• "Engagement not found" — the selection included an engagement that was deleted between when the page loaded and when you clicked Generate. Refresh the page and try again.
• "No analysis results yet" — one of the selected engagements has not been scanned. The picker should have filtered it out; if it slipped through, refresh the page.
• Export larger than 20 engagements — not supported in v1. Generate in batches. Queue-backed async export for larger batches is tracked as a follow-up.

Related

• The Firm plan — what else the Firm tier unlocks.
• Invite a teammate — getting your staff bookkeepers into the firm so everyone can see the same engagement roster.