Note: The instructions in this article pertain to features available in the Billing menu, a section only visible to Admin-level users.
You can export InfoTrack invoices as CSV spreadsheets for your records or to be easily be loaded into popular accounting software like QuickBooks, NetSuite, FreshBooks, Xero and others to better track your client expenses.
Step 1: Open an invoice
Log into InfoTrack under an admin-level user account and click Billing in the top menu bar.
By default, you'll be taken to the Overview tab. Click the next tab, Invoices.
Click the number of the invoice you'd like to open.
Step 2: Export in CSV format
You'll now be on the Invoice Preview screen.
Click the Save button at the top of the left-hand column, then choose CSV as your format. A CSV spreadsheet will download directly to your computer.
Now you can upload your CSV invoice into your accounting software or other system by using your tool's "Import" function.