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How do I export invoices from Zoho Books?

If you need to back up your data or migrate to another accounting system, you can export the invoices from Zoho Books. To export invoices:

  • Log in to your Zoho Books organisation.
  • Go to Sales on the left sidebar, and select Invoices.
  • Click the More icon in the top right corner, and select Export Invoices from the dropdown.
  • In the Export Invoices popup, fill in the following fields:
    • Module: By default, the module will be Invoices.
    • Select Status: Select the status of the invoices that you want to export.
    • Date Range: Choose the date range within which you want to download invoices.
    • Export Template: Select a template from the dropdown to export the file with your chosen fields. To create a new template, click + New Template from the dropdown.
    • Decimal Format: Select how the currency should be displayed.
    • Export File Format: Choose the format (CSV, XLS, or XLSX).
    • Include Sensitive Personally Identifiable Information (PII) while exporting: Check this option if you want to include sensitive sensitive invoice details, such as any custom fields, in the export.
    • File Protection Password: Enter a password if you want to lock the file.

Note: You can export only up to 25,000 rows at a time. If you need to export more, create a data backup of your Zoho Books organisation.

  • Click Export.

Now the file containing the invoices will be downloaded onto your device with the selected preferences.

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