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Export or delete your data

Download a copy of everything in your organisation, delete an organisation you no longer need, or close your account. You always get an export first.

By Travada SystemsUpdated 2 min read

Your data is yours. You can take a full copy of it at any time, and if you leave, Travada Books emails you an export before anything is deleted.

Export all your data

Only owners can export.

  1. Open the menu under your business name at the bottom of the sidebar and choose General.
  2. Under Export all data, select Export all data.
  3. A message confirms the email address the export will go to.

Travada Books bundles your data into a ZIP file and emails you a download link when it's ready. Exports usually take a few minutes. While one is running, the button shows Export in progress…, and you can't start another.

The download link stays valid for 7 days. After that, start a new export.

What's included

  • your customers, invoices, quotes, statements and transactions, as spreadsheet (CSV) files
  • a PDF for every invoice, quote and statement you've sent
  • your files: transaction attachments, Inbox documents and everything in your Vault
  • a list of your team members

Very large exports are split into several ZIP files, each with its own link.

Once an export has finished, Last export shows when it was made. If it failed, try again, or contact us if it keeps happening.

Delete your organisation

Only owners can delete an organisation. It deletes everything in it, for everyone.

  1. Open the menu under your business name and choose Team.
  2. Under Delete organisation, select Delete organisation.
  3. Read the warning, type DELETE in the box, and select Delete organisation.

What happens next:

  • All members lose access straight away.
  • Recurring invoices stop.
  • A full export is emailed to you first, with a download link valid for 30 days.
  • Then the organisation and all its data are permanently deleted: invoices, quotes, customers, transactions and files.

You're taken to set up a new organisation. If you belong to others, you can switch to them from the sidebar.

This can't be undone. If you just want to stop someone's access, remove them from your team instead.

Delete your account

  1. Select your avatar at the top right and choose Security.
  2. Under Delete account, select Delete account.
  3. Type DELETE in the box and select Delete account.

What happens to your organisations depends on who else is in them:

  • Organisations where you're the only member are deleted too. Each one is exported and emailed to you first, with a download link valid for 30 days.
  • Organisations with other members aren't affected. You're simply removed, and everyone else keeps their access and data.

You're signed out straight away. This can't be undone.

Good to know: If you're the only owner of an organisation that has other members, make someone else an owner before you delete your account, so the team can still manage it. See Invite your team.

For how we handle your data, see our Privacy Policy.

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