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:
Bukku (Excel)
MYOB Sales (Excel)
PEAK (Excel)
QNE Past Invoices (CSV)
QNE Sales Invoices (CSV)
QuickBooks Desktop (Excel)
QuickBooks Online (CSV)
Sage (Excel)
Xero (CSV)
Zoho Books Sales Invoice (CSV)
✅ Tip for non-integrated accounting software: The Generic CSV template is usually the best starting point.
Cautionary Notes
Make sure you’re selecting the correct AR Invoices before exporting to avoid unnecessary data in your file.
Choose the right template for your system to prevent import issues (especially column mapping/format errors).
If you plan to import the export into another tool, it’s a good idea to open the file first and spot-check key fields (Customer, Invoice Number, Dates, Total).
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.