Saving Invoice or Receipt Data as a CSV File

You can save invoice or receipt data as a CSV file to use in a spreadsheet program such as Microsoft Excel.
  1. Make sure your invoices or receipts are scanned and reviewed. See the link below.
  2. In the Export and Save window, click CSV File.
  3. Choose the folder on your computer where you want to save the CSV file.
Parent topic: Scanning Invoices and Receipts and Using Invoice/Receipt Manager