All My Invoices / Export and backup / How to export data to CSV

How to export data to CSV

You can export the following data to CSV. Exported CSV data can be opened in any spreadsheet program.

Customer data:
  • Open "Create new customer"
  • Go to "Data" > "CSV" > "Export to CSV"
Product and services data:
  • Open "Create new item"
  • Go to "Data" > "CSV" > "Export to CSV"
Invoice summary level data:
  • Open "Create new invoice"
  • Go to "Data" > "CSV" > "Export to CSV"
Invoice detailed item level data:
  • Open "Create items to invoice"
  • Go to "Data" > "CSV" > "Export to CSV"
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