Exporting to Excel

Export your customer or invoice lists for use in other applications.

Export Invoices

  1. Select File > Export Invoices.
  2. Enter a filename and click Save.

Export Customers

  1. Select File > Export Customers.
  2. Enter a filename and click Save.

Import into Excel

  1. Open Microsoft Excel.
  2. Select File > Open.
  3. Choose CSV as the file type.
  4. Locate the exported file and click Open.