How to Export Sales Invoices in Journease

Learn how to quickly export your sales invoice data from the Journease platform into a csv. This guide simplifies the process so you can easily upload into your Accounts Package and efficiently manage your financial records.

Support Team
3 steps
11 seconds

Journease

Once you have generated your Sales Invoices in a batch, Journease will allow you to export the Invoices in this batch to a CSV, which can then be uploaded into your Accounts Package (Xero / Sage etc.)

Here is how you can [Configure your Accounts Package in Global Settings](https://scribehow.com/viewer/Accounts_Global_Settings__Y6Frii8uTfiuUlIiOcl2Kg)

Click "Sales Invoices" > "Export Sales Invoices"

Find the correct Batch Number from the list.\ Select the checkbox for the invoice batch you want to export.

Click "Export"\ This will generate a csv that is downloaded onto your PC.\ Simply upload this csv into your Accounts Package to import the Invoice data.

Once you have downloaded the csv for a batch, it will be removed from the list by default.

How to Export Sales Invoices in Journease

Support Team
3 steps
11 seconds

Journease

Here is how you can [Configure your Accounts Package in Global Settings](https://scribehow.com/viewer/Accounts_Global_Settings__Y6Frii8uTfiuUlIiOcl2Kg)

Click "Sales Invoices" > "Export Sales Invoices"

Find the correct Batch Number from the list.\ Select the checkbox for the invoice batch you want to export.

Click "Export"\ This will generate a csv that is downloaded onto your PC.\ Simply upload this csv into your Accounts Package to import the Invoice data.

Once you have downloaded the csv for a batch, it will be removed from the list by default.