Exporting information

File - Export - Import/Export

How to export data

Log in, select Export in the Import/Export wizard and click Next.
The button Fileformats opens a document that describes the file formats. The document requires that you have installed Acrobat Reader.
Select your required Export format from the list and click Next.
Select the company database you want to export from.
Enter the path to file and file name for the file you want to export or click on the search button to browse your way to the file. The path to file will be stored until the next export.
Note! When exporting formats where the file name has been predefined, it is not possible to enter a user-defined file name.
Click Export.
Click Close to complete the wizard once the export has been carried out.

The data has now been exported. You can click New if you would like to export more files.

In instances where it is possible to place a query for invoice number or journal entry number when exporting, the system will remember which invoices/journals have been exported previously and a warning will be displayed if you try to export the same invoice several times. However, you will not be shown any warnings if you try to export the same journal more than once.

Invoice Journal: If you are using text or unusually long invoice numbers, these will not be exported via the Invoice journal export. You can instead export the journal entries via the export "Journal. All Journal Types".

Tip! You can export a number of lists and tables to Microsoft Excel via a right-click menu. You can place a Query for a list, then right-click - and have this selection exported to a report, which opens directly in Microsoft Excel. Please note that the file is a temporary one. If you would like to keep the report, you will need to save it. For an example, see the Product list.