How to export data to CSV
You can export the following data to CSV. Exported CSV data can be opened in any spreadsheet program.
Customer data:
- Open "Create new customer"
- Go to "Data" > "CSV" > "Export to CSV"
Product and services data:
- Open "Create new item"
- Go to "Data" > "CSV" > "Export to CSV"
Invoice summary level data:
- Open "Create new invoice"
- Go to "Data" > "CSV" > "Export to CSV"
Invoice detailed item level data:
- Open "Create items to invoice"
- Go to "Data" > "CSV" > "Export to CSV"