How to export the all the invoices data?

conniehew85conniehew85 Member Posts: 2

How to export all the invoices data including invoices no, contact name, customer name, invoices date, description, quantity and unit amount?

Please advise. Thank you!

Comments

  • Zoe_caffZoe_caff Administrator Posts: 289 admin

    Hey @conniehew85, thanks for reaching out! The best way of importing/exporting data like invoices would be via Wave Connect, Wave Connect is a Google Sheets integration that helps you:

    • Download your invoice, customer, product, and report data from Wave.
    • Upload invoice, customer, product, and transaction data onto Wave

    To learn more about this integration, including how to set it up, I recommend visiting this Help Center article on the topic.

  • conniehew85conniehew85 Member Posts: 2

    Dear @Zoe_caff

    Thanks you for your advise. I've tried to add the google sheet in the Integrations module and i'm facing issue. Kindly refer the attachment.

    Please advise me how to do.

    Thanks you so much

    Best Regards
    Connie

    edited May 27, 2019
  • alexlewiszarkosalexlewiszarkos Administrator Posts: 336 admin

    Hey @conniehew85 . Are you using a company email address to connect? If this is the case, it may be limited in what it can do as it's controlled by your company.

    To double check this, please open a Google Sheet with the email you want to use then click Add Ons on the toolbar at the top. You can then search for Wave Connect and try adding it there instead of from within your Wave account

Sign In or Register to comment.