Summary
How to export your data from Sage Accounting. This article advises on exporting individual reports in CSV or PDF format.
Resolution
Reports
- Select the Reporting tab.
- From each report, click Export and the report opens as PDF or CSV. You can save the file on your computer.
Quotes, Estimates, Sales and Purchases Invoices, and Credit Notes
All quotes, invoices, and credit notes open as PDF.
How do I print multiple invoices in Sage Accounting?
- Go to the Sales, Sales invoices.
NOTE: We recommend you set the display to show 100 records per page
- Select invoices from the table or tick the top box to select all. Use the toolbar to print, email, or export them as CSV or PDF.
Listings from Sales, Expenses, Contacts, Products & Services, Banking, Bank Account Activity tabs
From each activity tab, you can export Invoices, Products, and Contacts listings to CSV/PDF files.
- Click the cogwheel
to configure the display of columns. Click Save.
- Select the relevant period and apply filters as needed.
- Select the transactions by checking the box to the left of the transaction or contact, or you can select all. When the taskbar and icons appear at the top of the list, export the selection as a PDF or a CSV file.
NOTE: You can select a maximum of 15 documents at once for PDF exporting.
Google Drive
A Google Drive connection automatically saves invoices, quotes, and credit notes into your Google Drive.
- From the Settings tab, go to Apps and connections, Google Drive.
- Click Enable and follow the wizard to connect.
NOTE:
- Google Drive saves only your sales invoices, quotes, and sales credit notes. It can't save purchase invoices or purchase credit notes.
- Google Drive won't save invoices, quotes, and credit notes created before setup.