Forum Discussion

The_Doc's avatar
The_Doc
Ultimate Partner
5 years ago
Solved

exporting an invoice line by line into EXCEL

Hi Folks   I thought this would be easy - and it seems logical for MYOB to have done this but it isn't.   We create very extensive invoices - monthly and they can be very detailed with major sub-...
  • CloverQ's avatar
    CloverQ
    5 years ago

    Hi Doc The_Doc 

     

    I'm not sure if you've already tried this already, in AccountRight under File > Import/Export Assistant, it does have the option to export sales transactions. Additional filters can be entered to narrow down the range of transactions to be exported. 

     

    The exported file is a .txt file which will display the line details of each transaction exported when viewed in Excel. Further editing can be done in Excel then imported back to AccountRight to update the existing record if needed. 

     

    Would this address what you are looking for?

CloverQ's avatar
CloverQ
Former Staff
5 years ago

Hi Doc The_Doc 

 

I'm not sure if you've already tried this already, in AccountRight under File > Import/Export Assistant, it does have the option to export sales transactions. Additional filters can be entered to narrow down the range of transactions to be exported. 

 

The exported file is a .txt file which will display the line details of each transaction exported when viewed in Excel. Further editing can be done in Excel then imported back to AccountRight to update the existing record if needed. 

 

Would this address what you are looking for?

  • The_Doc's avatar
    The_Doc
    Ultimate Partner
    5 years ago

    Hi CloverQ 

     

    Thanks for that - completely forgot that approach even though I have used that extensively - yes as an interim this would work thanks as a quick fix - though it misses all the niceties of the laid out invoice which we have to produce for some of our clients - actually - all our clients as I rebuild each and every invoice to incorporate our standard invoice format.

     

    I probably will develop our own in house export feature through your API - which I have already developed a working API interface.

     

    But thanks for the solution.

     

    The Doc