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Casey_G's avatar
Casey_G
Member
6 months ago

Export Invoice Data to Excel

Hi,

 

How do I export/extract invoice data either All or Date Range to structured data format, either XLSX, CSV or JSON? (nice big simple table with columns and each invoice entry as a row down a page)

 

So far, the closest I can get is using Report but the data is grouped by each customer which is not a good structured data format due to the per customer title and headers.

 

Thank you in advance

1 Reply

  • Mike_James's avatar
    Mike_James
    Ultimate Cover User

    Hi Casey_G​ , assuming you use the desktop program, have you tried the import/ export assistant under the File menu?