Do you want to learn how to export your budget list with Direct Invoice? It's easier than you think! With the help of this article, you will be able to learn step by step how to export your list of estimates with Direct Invoice to optimize your work and manage your data more efficiently. Don't worry if you are new to this, we will explain everything clearly and in detail. Keep reading to find out how easy it is!

– Step by step -- How to Export your budget list with Direct Invoice?

• Step 1: Log in to your Direct Bill account.
• Step 2: Go to the “Budgets” tab in the main menu.
• Step 3: Select the list of budgets you want to export.
• Step 4: Click the “Export” button located at the top right of the screen.
• Step 5: Choose the export format you prefer, whether PDF, CSV or Excel.
• Step 6: Once the format is selected, click the "Export" button to start the download.

FAQ

How to export your list of estimates with Direct Invoice?

1. Log in to your Direct Bill account.
2. Go to the budget section.
3. Select the export option.

What is the export format available?

1. The available export format is CSV.
2. CSV is compatible with most spreadsheet programs.
3. You will be able to open the exported file in Excel, Google Sheets, etc.

Can I filter the budgets I want to export?

1. Yes, you can filter by date, client or budget status.
2. This will allow you to export only the quotes you need.

Can I schedule the export of quotes automatically?

1. Yes, you can schedule the export in the settings section.
2. You can select the frequency and filtering criteria.

How can I import the exported budgets to another program?

1. Open the CSV file in your spreadsheet program of choice.
2. Save the file in the format required by your other program.

Can I export quotes in other formats besides CSV?

1. At the moment, only export in CSV format is available.
2. We are continually working on improving our export options.

What information will the exported file include?

1. The exported file will include all your budget data, such as client, date, amount, status, etc.
2. You will have all the information necessary to manage your budgets externally.

Is there a limit to the number of quotes I can export?

1. There is no limit to the number of quotes you can export.
2. You can export all your quotes or select only the ones you need.

Can I export quotes in different languages?

1. Yes, you can export quotes in the language you have configured in your Direct Invoice account.
2. This will make it easier for you to work with international clients or other teams that speak different languages.

Do I need any additional tools to open the exported file?

1. No, the exported file in CSV format can be opened with standard spreadsheet programs such as Excel or Google Sheets.
2. You will not need any additional tools to view or work with the exported data.

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