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              Home/Settings/Exporting your company data and deleting a company

              Exporting your company data and deleting a company

              Last updated Oct 16, 2026

              Settings11 articles
              • Restoring deleted items
              • Reviewing activity logs
              • Exporting your company data and deleting a company
              • Choosing a plan and managing billing
              • Adding a lower deduction certificate
              • Setting up TDS for your company
              • Managing users, roles and permissions
              • Setting up quote numbering and logo
              • Recording your LUT for export invoices
              • Setting up invoice numbering, bank details and terms
              • Updating your profile and company details
              Browse all Settings →

              Settings → Data Management lets you take a backup of this company's data, or delete the company for good. Export a backup before you delete anything.

              Before you start

              • The Company Owner and Admins can export. Only the Company Owner can delete the company.
              • If you can do neither, Data Management doesn't appear in your Settings menu.

              Export a backup

              1. Go to Settings → Data Management. If you see two tabs, open Export.

              2. Tick the modules you want. Each one shows its Records count and when it was Last updated.

                Use Select all or Clear, or type in Filter modules... to find one. To export a single module, click the download icon on its row instead.

              3. Click Export followed by the number of modules you picked.

              4. Under Send download link to, tick the owners and admins who should get the archive.

              5. Click Continue to verification.

              You see Export started. The archive is built in the background as a signed .zip file of CSV files, one folder per module. Each person you picked gets an email with their own download link, valid for 72 hours.

              Download a recent export

              Recent exports, below the module list, shows each archive with its modules, when its link expires, and its status.

              1. Wait until the export is ready.
              2. Click Open to download it.

              You can't open an export that is still being prepared, has failed or has expired. For an expired one, create a new export.

              Delete the company

              Deleting removes the company's invoices, journals, parties, GST filings, SmartUploads history and everyone's access to it. It can't be undone.

              1. Open the Delete company tab.

              2. If you haven't taken a backup, click Export a backup first.

              3. Click Delete this company.

              4. Click I understand — continue.

              5. Type the company's legal name exactly as shown and click Confirm name.

              6. Under Final verification, choose how to confirm it's you:

                Password — enter your account password. Email code — click Email me a code and enter the 6-digit code sent to you.

              7. Click Verify & delete.

              Once it's done, nobody can open the company again, and no more emails or notifications are sent for it. SmartLedger then opens one of your other companies.

              Tips

              • You can't delete the only company on your account. Create another company first, or contact support to close your account.
              • Download links stop working after 72 hours, so save the archive somewhere safe.

              Related articles

              • Switching between companies
              • Managing users, roles and permissions

              Was this article helpful?

              Related Articles

              • Restoring deleted items

                Bring back invoices, bills, journal entries, clients, vendors and other records you deleted, or remove them permanently.

              • Reviewing activity logs

                See who did what in your company and when, filter the audit trail, open the full details of any change, and export the log.

              • Choosing a plan and managing billing

                Compare the Free, Plus, Pro and Max plans, upgrade or start a trial, cancel a plan, and download the invoices for your payments.

              • Adding a lower deduction certificate

                Record a vendor's or client's lower or nil TDS certificate so SmartLedger deducts at the certificate rate while it is valid.

              • Setting up TDS for your company

                Turn on TDS, add your TAN and deductor details, and review the rates, thresholds and rules SmartLedger uses for each TDS section.

              • Managing users, roles and permissions

                See who can open your company, what each role is allowed to do, change a member's role, approve access requests, and disable or remove a user.