How to Export Invoices & Bills as a CSV or XML File

Learn how to export client invoices and supplier bills as a CSV or XML file.

On this page:

How to set up CSV or XML exports

Export client invoices

Export supplier bills

How to set up CSV or XML exports

A team admin will need to:

  1. Click their Profile icon (top right corner of commonsku) > Settings > Company Settings > Integrations > Accounting

  2. Select the XML Export or CSV Export tab at the top of the pop-up window

  3. Click Done

Users need permission to Manage users, billing, and company settings to set up CSV or XML exports.

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Export client invoices

Use the Client Invoicing's Invoices or Exported Invoices Reports to export your invoices as a CSV or XML file.

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Export supplier bills

Use the Supplier Billing's Export Bills or Exported Bills Reports to export your invoices as a CSV or XML file.

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