Complete Billing Software

Exporting the Quote List

Table of Contents  > Invoicing Screen > The Accounting Center > Quotes > Exporting the Quote List

If you would like to export a filtered list of quotes, make sure to apply the filter first. Otherwise, you will export the entire list. However, keep in mind that the amount of quotes you will see will be based on the Settings Performance Tabs configuration. Administrators who wish to speed up performance may elect to limit the number of past quotes that show up by default. Once you have obtained the desired list of quotes, click the Button in the Accounting Center toolbar.