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How to Export AR Invoices in CSV or Excel Files

If you’re not using an accounting integration, you can export AR Sales Invoices from Tofu using pre-formatted CSV or Excel templates for easy upload into your accounting system. Follow the steps below.

Written by Jess B

Step 1: Select AR Invoices

  • Go to your Extractions column. You can select sales invoices in a few ways:

    • Manually select individual AR invoices

    • Use the Extraction filters to view only AR invoices, then click the checkbox beside Extraction to select all

    • Or use the keyboard shortcut Shift + E to select all visible sales invoices

💡 Tip: Selecting multiple sales invoices at once lets you export in bulk more efficiently.

Step 2: Click Export

After selecting your AR Invoices, click the Export button.

Step 3: Choose Export Format

You’ll be prompted to choose an export format. Available options include:

  • Access UBS (CSV)

  • Accounting AI (CSV)

  • AutoCount Cloud (Excel)

  • AutoCount Desktop (Excel)

  • Bukku (Excel)

  • enoFin (Excel)

  • Express (Excel)

  • FAST (Excel)

  • freee (CSV)

  • InSoft Accounting (Excel)

  • Microsoft Dynamics 365 (Excel)

  • MISA ASP (CSV)

  • MISA Offline (CSV)

  • Money Forward Cloud Accounting (CSV)

  • MYOB Sales (Excel)

  • NetSuite (CSV)

  • Odoo (Excel)

  • PEAK (Excel)

  • QNE Past Invoices (CSV)

  • QNE Sales Invoices (CSV)

  • QuickBooks Desktop (Excel)

  • QuickBooks Online (CSV)

  • Sage 300 (Excel)

  • Sage Accounting CA (Sales CSV)

  • Sage Accounting IE (Sales CSV)

  • Sage Accounting UK (Sales CSV)

  • Sage One (Excel)

  • Sage UBS Accounting (Excel)

  • SQL Accounting

  • Xero (CSV)

  • Xero Manual Journal (CSV) (available when Double Entry is enabled)

  • Zoho Books Sales Invoice (CSV)

✅ Tip for non-integrated accounting software: The Generic CSV template is usually the best starting point.'

💡 Tip: If you always export to the same accounting software, for example freee, set CSV Export Target to that software in Entity Settings → Features. Your exports will then use that template automatically, so you don't have to scroll through the full list each time.

If you switch between multiple export templates, keep CSV Export Target set to None so you can choose the template at export time.

Tips for Efficiency

  • Get familiar with the Extractions list view so you can select and export faster.

  • Export in batches (e.g., by customer or date range) to make review/import easier.

  • If you’re importing into another system, maintain a consistent routine (weekly or monthly exports) to reduce cleanup work.

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