Download all your data or delete your account
Owners and admins can download every record and file in one ZIP from Settings → Your data; owners can delete the business (after a 7-day wait you can cancel), and anyone can leave a business or delete their login.
Your records are yours. You can take all of them with you, and close your account yourself, from Settings → Your data (on a phone: More → Your data).
Download everything
Owners and admins can download one ZIP file with:
- a spreadsheet (CSV) for each kind of record: customers, jobs, time, expenses, income, trips, invoices and their lines, payments, recurring charges, vendors, categories, follow-ups, notes, meetings and imports,
- a files folder with your receipt photos, imported statements, forwarded emails, your logo and meeting recordings that are still kept,
- the full text of each recorded meeting,
- a README.txt that explains every file.
Amounts are written like 1234.50 so spreadsheets can add them up. It works on every plan, during the free trial and after it ends, even when your books are read-only. If your files are very big, the download comes in a few parts; download each one.
Delete your business
Only the owner can do this.
- Step 1: Tap Delete this business. We offer Download everything first.
- Step 2: Tap Continue, tell us why you're leaving if you like, type your business name and your password.
- Step 3: Tap Delete in 7 days.
Everyone on your team gets an email. For 7 days your books are read-only, recurring invoices and reminder emails stop, and your email receipt address and accountant links stop working. Changed your mind? Sign in and tap Cancel deletion on the banner.
After 7 days we permanently delete every record and file. If you pay for a plan, the subscription is cancelled too. This can't be undone.
Leave a business
Admins and members can tap Leave this business. The business and its records stay with the owner.
Delete your login
Delete my login removes your sign-in and takes you off every business. If you still own a business, delete it first. To hand it over to someone else instead, email us at hello@tallibook.com.
Related articles
- How Tallibook keeps your data safeYour data travels over encrypted connections and is stored encrypted (AES-256); each business is walled off from every other, files open only for people signed in to your business, we never store full Social Security, bank account or card numbers, and we never sell your data.
- Get your tax season packReports → Tax season pack checks what's left to fix, then downloads one .zip with your Schedule C summary, P&L, mileage log, every expense and payment, receipts and a note for your accountant.
- Plans and what each one includesStarter is $9 a month, Solo $19 and Pro $39; paying yearly gets you 2 months free, and you choose a plan in Settings → Plan & billing.
Still stuck?
Email us at hello@tallibook.com and tell us what you were trying to do.