Step 1: Select AR Invoices
Only Ready AR invoices can be exported, so mark them Ready first. To find them quickly, go to your Extractions column and set the Extraction Status filter to Ready. You can select AR 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 AR invoices at once lets you export in bulk more efficiently. You can also include AR invoices that are already Exported, for example to re-export a batch with a different template.
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)
BrightBooks Customer Invoices (CSV)
BrightBooks Customer Invoices Summary (CSV)
Bukku (Excel)
enoFin (Excel)
EPSON財務会計 仕訳データ (CSV)
Express (Excel)
FAST (Excel)
Foodics (Excel)
freee (CSV)
Jaz (Excel)
Microsoft Dynamics 365 (Excel)
Million Business Software (CSV)
MISA AMIS Provision of Service (CSV)
MISA AMIS Sale Domestic Goods (CSV)
MISA ASP (CSV)
MISA Offline (CSV)
MJS Miroku 仕訳データ (CSV)
Money Forward - Invoice Compliant (CSV)
Money Forward Cloud Accounting (CSV)
MYOB - ABSS Premier V23.9 (CSV)
MYOB - ABSS Premier V23.9 (Excel)
MYOB - ABSS Premier V30.4 (CSV)
MYOB - ABSS Premier V30.4 (Excel)
NetSuite (CSV)
NetSuite Tax Override (CSV)
Odoo (Excel)
PEAK (Excel)
QNE Past Invoices (CSV)
QNE Sales Invoices (CSV)
QuickBooks Desktop (IIF)
QuickBooks Desktop (IIF) - 2016
QuickBooks Desktop (IIF) - 2021
QuickBooks Desktop (IIF) - Premier 2024
QuickBooks Journal Entry (CSV) (available when Journal Entry Format is enabled)
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 (CSV)
Tally (XML)
tofu (Excel)
TR Cloud Head (CSV)
TR Cloud Item (CSV)
Xero (CSV)
Xero Manual Journal (CSV) (available when Journal Entry Format is enabled)
Zoho Books Sales Invoice (CSV)
キーパー財務 仕訳データ (CSV)
ジョブカン会計 仕訳データ (CSV)
ジョブカン会計 仕訳データ (取引先あり、コードなし)
フリーウェイ経理 仕訳データ (CSV)
会計王 仕訳データ (Excel)
弥生会計 (CSV)
✅ Tip for non-integrated accounting software: If your accounting software isn't listed, the tofu (Excel) 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.
Step 4: Mark Done
After you export, your AR invoices move to Exported. Once you've imported the file into your accounting system, click Mark Done to wrap them up. To skip this step, turn on Auto-Done under Entity Settings → Features → Extraction Types → AR Invoices → Document Lifecycle. You can also turn on Auto-Ready there, so clean Drafts move straight to Ready.
Learn more: Understanding Extraction Lifecycle in tofu
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.
Use the Ready filter to see which AR invoices haven't been exported yet before starting an export session.