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How to Export Bills in CSV or Excel Files

If you are not using an accounting software integration, or simply want to export your bills in csv or excel, follow these instructions

C
Written by Cristina Michelini
Updated over 4 months ago

Step 1: Select Invoices 0:10

  • Open your invoice review view.

  • Select the invoices that you want to export.

Step 2: Click on Export 0:16

  • After selecting the invoices, click on the 'Export' button.

Step 3: Choose Export Format 0:19

  • You will be prompted to choose the format for exporting the bills.

  • Options available include:

    • QuickBooks import csv template

    • Autocount import csv template (example used in this video)

    • Bukku import Excel template


Cautionary Notes

  • Ensure that you select the correct invoices to avoid exporting unnecessary data.

  • Double-check the format you choose to ensure compatibility with your accounting software.


Tips for Efficiency

  • Familiarize yourself with the invoice review interface to speed up the selection process.

  • Regularly update your accounting software to ensure compatibility with exported files.

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