Forum Discussion

Jacmus's avatar
Jacmus
Experienced Cover User
9 months ago

export Invoices to excel or CSV

  • JanetteK's avatar
    JanetteK
    Contributing Partner

    you can export a sale from the File > Import/Export Assistant - trouble is you can only put a date range, not an invoice number - something MYOB needs to fix

  • Lyn_Johnson's avatar
    Lyn_Johnson
    Contributing Cover User

    Hi,

    I save the invoice to pdf. Then open it in Adobe Acrobat and there you can export it to excel. using "Export a PDF" > "Microsoft Excel"

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator

    Hi Jacmus 

    Thanks for your post. To export invoices to a CSV file, navigate to File > Import/Export Assistant. From there, you can generate a text file with comma-separated values. For additional details, please refer to the Help Article on Exporting data.

    Feel free to post again, we're happy to help!
    Regards,
    Earl

    • Jacmus's avatar
      Jacmus
      Experienced Cover User

      Hello Earl,

      Thank you for your reply.

      We have one customer who is requiring their invoices to be in CSV format. I have been through the Import/Export assistant but am no closer to understanding how it works.

       

      • jrcivil's avatar
        jrcivil
        Contributing User

        Hi Jacmus

        We have just had a customer request the same thing and I cannot see anywhere that it allows invoices to be exported to csv format (Excel)