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How to set up CSV or XML exports
How to set up CSV or XML exports
A team admin will need to:
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Click their Profile icon (top right corner of commonsku) > Settings > Company Settings > Integrations > Accounting
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Select the XML Export or CSV Export tab at the top of the pop-up window
- Click Done
Users need permission to Manage users, billing, and company settings to set up CSV or XML exports.
Export client invoices
Use the Client Invoicing's Invoices or Exported Invoices Reports to export your invoices as a CSV or XML file.
Export client invoices (Beta)
To Export to Quickbooks Online:
- Finance > Invoices > Export Invoices
- Select by Search the project number, invoice date, add a client name or Order Rep
- Click Get Report
- Select the checkbox beside the invoice(s) you'd like to export
- Click to Export to CSV
Export supplier bills
Use the Supplier Billing's Export Bills or Exported Bills Reports to export your invoices as a CSV or XML file.
Export supplier bills (Beta)
To Export to Quickbooks Online:
- Finance>Billing> Export Bills
- Select by Search, add a Supplier name, Date Issued, or Exported to Quickbooks
- Click Get Report
- Select the checkbox beside the bills(s) you'd like to export
- Click to Export to CSV
