The steps on how to Export Client details:

1. Top right of LodgeiT interface, click "Clients"

2.  Press the 3 dots, choose from the option "Export to CSV" or Export to Excel"

Note: Only administrators are able to export clients. Make sure "Administrator" from "Gear wheel icon" > Team is activated. Learn more


See attached excel file to see the line items that can be exported from LodgeiT Client list

Related Article:

How to Export Client to 'QuickBooks Online'