#TASK COACH EXPORT TO INVOICE SOFTWARE#
#TASK COACH EXPORT TO INVOICE WINDOWS#

Click Open then click Next.Ħ.Complete the field mappings by clicking in the Imported Field column and selecting the correct letter as below:ħ.Click Next and view the summary. > The import wizard opens.ģ.Select Audit Trail Transactions and click Nextĥ.Select the name of the file (e.g salesinvoices.csv). You can now look at the customer records in Sage to view their invoice detail.Ģ.Go to File > Import.

#TASK COACH EXPORT TO INVOICE WINDOWS#

Sage Accounts 50 versions 12 to 15 (inclusive)ġ.Close all open windows so that you are at the main screen, and no other Sage users are logged in.ģ.Select Audit Trail Transactions and click OKĤ.Click Run and select the name of the file (e.g salesinvoices.csv)ĥ.Once the process is complete the File Import Success box will display all the imported records. Other accounts packages and versions may be available, please contact support. This link is compatible with Sage Accounts 50 and Sage Instant Accounts. You should return to this screen after you have imported following step 2 below.Ī CSV/IIF file has been created in your specified location.Ĭlick your accounts package to see specific import instructions: Sage Line 50 v13+ - If using Sage Accounts 50 version 12 or above, or Sage Instant Accountsĩ.When asked to flag invoices click No. Sage Line 50 - If using Sage Line 50 version 11 Tick each invoice in the Exp column or press Select All to tick them allĦ.In the new window you can keep the location and filename or click the browse icon to save the file elsewhere. > Export Sales Invoicesģ.Enter invoice dates into the From and To boxes and click SearchĤ.All invoices matching these dates are shown.

#TASK COACH EXPORT TO INVOICE SOFTWARE#

Otherwise to export to other software via a customisable CSV files please see the Export Sales Invoices (csv) topic or see the Export to Xero Accounts topic.ġ.Close all open windows so that you are at the EQ main screen.Ģ.Go to File > Export.

If you are starting with a new database you can export your customers from EQ.įollow the steps below to export to a pre-formatted csv file for Sage Accounts. It is a 2 part procedure where data is stored in an intermediate file and then imported in your accounts package.īefore you export invoices make sure you have customers in your accounts package and that their account references match those customers in EQ. You can export sales invoices into Sage Accounts 50 (version 11 and above), Sage Instant Accounts and Quick Books (2003 and above).

Task coach export to invoice