iMagic Inventory

Manual Exporting Customers and Invoices to Excel


You can export your customer or invoice lists. These can then be imported into other applications, such as Excel, for further analysis.

To export invoices:

1. Select Export Invoices from the File menu.
2. Enter the filename and click the Save button.

To export customers:

1. Select Export Customers from the File menu.
2. Enter the filename and click the Save button.

To import into Microsoft Excel:

1. Start Excel.
2. Select Open from the File menu.
3. Select CSV from the Files of type.
4. Locate the exported file and click Open.


Related Topics
Tutorial 1 Getting Started - Setting up
Tutorial 2 Adding Inventory Items
Tutorial 3 Creating Invoices
Tutorial 4 Viewing Customers and Details
Tutorial 5 Reports
Tutorial 6 Setting up Categories and Sub-Categories
Tutorial 7 Adding Vendors
Creating an Email Mailing List
Tips and Tricks - Quickly Finding Invoices
Tips and Tricks - Quickly Finding Customers

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