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Jacmus's avatar
Jacmus
Experienced Cover User
4 months ago

export Invoices to excel or CSV

6 Replies

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  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    3 months ago

    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

    • Jacmus's avatar
      Jacmus
      Experienced Cover User
      3 months ago

      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.

       

      • jrcivil's avatar
        jrcivil
        Contributing User
        3 months ago

        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)

  • Lyn_Johnson's avatar
    Lyn_Johnson
    Contributing Cover User
    28 days ago

    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"