exporting to excel/csv

Question asked by Sabina Abed 9 years ago

Hi,

We have to create invoices which can be time consuming as they have a lot of products on them however we also use a order management system which means we are doubling our work in terms of selecting all the products and quantities for one invoice twice on two different systems.

The order management system we use is: mintsoft.co.uk

with mintsoft we can upload orders through spreadsheet therefore I was wondering if there was any way of exporting invoices contents ie. products, qty, price etc into a spreadsheet then it can be easily copied and pasted into the mintsoft spreadsheet to upload directly into there.

If it is easier this can also work the other way where we download a csv from mintsoft and somehow upload to clearbooks to create an invoice.

Look forward to your reply

2 Replies

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Paul Scholes

Accountant

1127 entries

Hi Sabina - I know nothing about mintsoft but, to my mind, as the transactions are initiated on mintsoft it would seem logical to export from there into a CSV file suitable to import into CB as invoices.

Here's the guide on importing in this way: https://www.clearbooks.co.uk/support/guides/import-settings-2/how-to-import-sales-invoices-2/

9 years ago

Sabina Abed

2 entries

Hi Paul,

Thanks for the reply,

we're going to try this and if we are having any further issues I will let you know!

9 years ago

exporting to excel/csv

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