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Export records and transactions using . csv files - BILL Exporting records (list items like vendors and customers) and transactions (bills and payments) is a quick way to pull master lists of records and transactions into an csv file which you can then filter as needed
Export client data from Bill. com to a spreadsheet If your client uses Bill com to pay their bills, you can export data (bills and bill payment transactions) from their Bill com account to a spreadsheet You can then import data from the spreadsheet into the application
Export Reports – Support Export transactions for Write-Up CS ACCOUNT SETUP View all Get Started checklist Enabling accounting preferences Enabling accounting classifications Create an accounting classification GETTING PAID View all Adding new customers Enter a new Invoice Portal accounts: what the customer sees Payment timing - Receivables CONNECTING WITH MY VENDOR
How to import your Vendor and Customer lists If you use an accounting system other than QuickBooks Online or Xero, you can use our import feature to import your vendor and customer lists Export your vendor and or your customer list from your accounting system in csv format then follow the steps below:
Export the Customer Invoices and Payments tabs - BILL Export the Payments shown on Customer tabs, based on sorts applied, by using these steps: The exported file will appear in the Downloads section of your browser, titled "export" or "export-X" with X being the number of the export For example, the first export file will be called "export," the next one will be called "export-2" and so on
Export records and transactions using . CSV files Exporting records (list items like vendors and customers) and transactions (bills and payments) is a quick way to pull master lists of records and transactions into an CSV file which you can then filter as needed
Export the Invoices page - BILL Filter and export the invoices page to get the raw data in an editable file to use as you'd like If you need copies of invoices in pdf format, you'll need to order your BILL Historical data on digital download
Customize and export the Bills page Export the bills shown on your bills page, based on filters and columns applied, by using these steps: The exported file will appear in the Downloads section of your browser, titled "export" or "export-X" with X being the number of the export
Export the Payments out page - BILL Filter and export the Payments Out page to have the raw data in an editable file to use as you'd like Export the Payments shown on the screen, based on filters applied, by following these steps: The exported file will appear in the Downloads section of your browser, titled "export" or "export-X" with X being the number of the export