Export any list to CSV

Step by step

Do it step by step

1. 1
   Step 1:

   Open any list — Invoices, Credit notes, Customers, Stock levels — and set the filters you want.
2. 2
   Step 2:

   Press Export CSV above the table.
3. 3
   Step 3:

   The file has the matching rows — up to 10,000 — with the columns you can see. In Invoices, Paid by shows a card as **4242 Appr 482913: its last 4 digits and approval code, to tick off against the bank.
4. 4
   Step 4:

   Open it in Excel. Cost and margin columns appear only for roles that may see cost.