Forum Discussion

JBK7's avatar
JBK7
Experienced Cover User
4 years ago
Solved

Quote into an excel spreadsheet

Hi    Can you turn a quote into an excel spreadsheet ... like you can from the report menu?  Have tried the export option but for some reason it not take all of the entries   Thanks JBK7  
  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi JBK7 

     

    AccountRight will allow the user to produce a printed or PDF copy of a sale. This is done through the Edit Sales window and selecting Print or Send to...>>Disk. Additional formats such as csv or Excel would not be possible through the Enter Sales window.

     

    If you do require a text file of your sales transactions you can look at exporting these out through the File>>Import/Export Assistant. Our Help Article: Exporting data has more information on using that function. 

     

Steven_M's avatar
Steven_M
Former Staff
4 years ago

Hi JBK7 

 

AccountRight will allow the user to produce a printed or PDF copy of a sale. This is done through the Edit Sales window and selecting Print or Send to...>>Disk. Additional formats such as csv or Excel would not be possible through the Enter Sales window.

 

If you do require a text file of your sales transactions you can look at exporting these out through the File>>Import/Export Assistant. Our Help Article: Exporting data has more information on using that function.