On the left hand side of the Orders and Invoices webpage, click on the link “Company Data” to access the records that are ready to be exported.
To export a record you can do one of the following:
- Click on the company name. Click on the “Transfer Data” drop down and select “Export to MYOB” or “Export to QuickBooks”. A message confirming a successful export will be shown at the top of the screen.
- You will see a file download appear – depending on your browser, your file will automatically be saved to the downloads folder or you will be able to define the location for it to be saved.
Alternatively
- Select the tick box next to the Company name, click on the “Transfer Data” drop down and select “Export to MYOB” or “Export to QuickBooks” . A message confirming a successful export will be shown at the top of the screen.
- You will see a file download appear – depending on your browser, your file will automatically be saved to the download folder or you will be able to define the location for it to be saved.
