Forum Discussion

cwsnz's avatar
cwsnz
2 years ago

Exporting invoices to CSV file

Hi everyone,   Does anyone know if we are able to send our invoices from MYOB in CSV format please? We have been requested by some of our customers. Thanks in advance.    Cheers, Abi
  • Doreen_P's avatar
    Doreen_P
    2 years ago

    Hi, cwsnz 

     

    Thanks for your post, and welcome to the MYOB Community Forum.

     

    When sending invoices in a CSV format, AccountRight currently allows its users to export invoices as PDF or printed records. To do this, you can go to File > Import/Export Assistant. From there, you can generate a text file which could be separated by commas. You may also check The Help Article: Exporting data for more information.

     

    Please let us know if you require any further assistance with this. We are happy to assist.

     

    Best regards,

    Doreen

Doreen_P's avatar
Doreen_P
MYOB Moderator
2 years ago

Hi, cwsnz 

 

Thanks for your post, and welcome to the MYOB Community Forum.

 

When sending invoices in a CSV format, AccountRight currently allows its users to export invoices as PDF or printed records. To do this, you can go to File > Import/Export Assistant. From there, you can generate a text file which could be separated by commas. You may also check The Help Article: Exporting data for more information.

 

Please let us know if you require any further assistance with this. We are happy to assist.

 

Best regards,

Doreen

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