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Exporting Customers and Invoices to Excel You can export your customer or invoice lists. These can then be imported into other applications, such as Excel, for further analysis.
To export invoices:
1. Select Export Invoices from the File menu. 2. Enter the filename and click the Save button.
To export customers:
1. Select Export Customers from the File menu. 2. Enter the filename and click the Save button.
To import into Microsoft Excel:
1. Start Excel. 2. Select Open from the File menu. 3. Select CSV from the Files of type. 4. Locate the exported file and click Open.
Related Topics Tutorial 1 Getting Started - Setting up Tutorial 2 Adding Inventory Items Tutorial 3 Creating Invoices Tutorial 4 Viewing Customers and Details Tutorial 5 Reports Tutorial 6 Setting up Categories and Sub-Categories Tutorial 7 Adding Vendors Creating an Email Mailing List Tips and Tricks - Quickly Finding Invoices Tips and Tricks - Quickly Finding Customers
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