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export Invoices to excel or CSV

Jacmus

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JanetteK

you can export a sale from the File > Import/Export Assistant - trouble is you can only put a date range, not an invoice number - something MYOB needs to fix

Lyn_Johnson

Hi,

I save the invoice to pdf. Then open it in Adobe Acrobat and there you can export it to excel. using "Export a PDF" > "Microsoft Excel"

Jacmus

Hello Earl,

Thank you for your reply.

We have one customer who is requiring their invoices to be in CSV format. I have been through the Import/Export assistant but am no closer to understanding how it works.

Earl_HD

Hi @Jacmus

Thanks for your post. To export invoices to a CSV file, navigate to File > Import/Export Assistant. From there, you can generate a text file with comma-separated values. For additional details, please refer to the Help Article on Exporting data.

Feel free to post again, we're happy to help!
Regards,
Earl