export Invoices to excel or CSV

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

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"

Thanks gavin12345

That is what I thought but figured I would double check without having to create an invoice in MYOB and then have to recreate the same data again in Excel each month.

Appreciate your help.

Hi jrcivil and Jacmus 

Individual invoices can only be generated as a PDF file.

MYOB allows you to export transactions in a csv format, however this is primarily to import into another MYOB file. In other words the export to csv is in a format that will only make sense to MYOB.

That said, you cannot export just one specific transaction, you can for example export all Sales > Item Sales for a given date range - which can be one date. You can further reduce what is exported by using previously set identifiers, for example for a particular client. You would then need to edit the csv file to remove all invoices except the one you want to provide to your client.

Not exactly user friendly, but can be done. See support note in previous link for further info about exporting.

Regards

Gavin

Hi Jacmus

We have just had a customer request the same thing and I cannot see anywhere that it allows invoices to be exported to csv format (Excel)

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.

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