Quote into an excel spreadsheet

[JBK7]

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 · Accepted solution]

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.