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Manually generate an accounts export

If you need to export your invoices and credits to post them to your accounts export software, you can do this within a few simple steps.

Written by Fabio Fois

To generate the accounts export file please follow the steps below:

  1. Click the Admin Cogs icon along the top bar,

  2. Click Account Export form the left control panel.

  3. Select the account export type/version from the list shown by clicking on the name.

  4. Set the date range (defaults to the last 365 days) review and set any other parameters and click Generate Export.

  5. A file will be generated ready to be manually posted to your accounts export software.

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