Invoice export

Exporting Invoices in TEQ

TEQ allows you to export invoices with all required financial details, making it easy to upload them into your preferred third-party accounting system. You can export individual invoices, batches, or full periods, and access a complete history of past exports.

Step 1: Open the Invoice Export Page

1. Go to Invoice → Export from the main navigation.
2. Use the filters to select:
3. • Date range
   • Customer
   • Type of invoice
   • Business profile

Step 2: Select Invoices to Export

You can choose the invoices you want to include in the export:

• ✔️ Select invoices individually
• ✔️ Or select all invoices that match your filter
• 📦 Export multiple invoices in one file

Once you have selected the invoices, click Export.

Step 3: Download Your Export File

After exporting:

• The file is generated immediately and available for download
• You can download the file as many times as you want from the History tab
• 🔒 Note: You cannot regenerate the same export file, only re-download it

Step 4: Set Your Accounting Export Format

To control the file format used during invoice export:

1. Go to Settings → Company → Company Settings
2. Scroll down to the Accounting section
3. Select your preferred export file format (e.g., CSV, EDI, Xero format)

Your chosen format will be used for all future exports.

🛠 Troubleshooting

Invoices are not appearing in the export list

• Check the date filters, the invoice may fall outside the selected range
• Confirm the invoice is completed and marked as ready for export

Export file cannot be regenerated

• This is expected.
  Use the History tab to download the file again.

Export format does not match accounting system requirements

• Go to Settings → Company Settings → Accounting and review the selected export type
• Ensure your external accounting tool accepts the chosen format

Export button is disabled

• Ensure at least one invoice is selected
• Confirm your user role has export permissions (Settings → Admin → User Roles)

Still need help?

• Reach out to TEQ Support with screenshots and the invoice IDs involved