Export your invoices and bills

Export up to 500 invoices or bills at a time to a comma-separated values (CSV) file. You can also export credit notes, prepayments, and overpayments.

What you can export

  • Your user role determines what you can export. For example, if you can only see invoices you've created, they're the ones you can export.
  • Certain invoice or bill information depending on your user role. For example, if your user role doesn't allow you to export contacts, only the contact names export.
  • You can't export the template of a repeating invoice or bill.
  • You can't export payroll bills.

Export invoices or bills to a CSV file

  1. In the Accounts menu, select Sales or Purchases.

  2. Select the tab you want to export.

    Image showing selecting the tab you want to export

  3. Click Export.

Xero downloads a CSV file containing the invoices or bills on that tab to your computer.

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