Export My Clients Plus Invoices (My Clients Plus 3.0)

  Permissions: You must have Organization Administration Permissions.

You can export your My Clients Plus Invoices as a CSV from the Manage Subscription tab. This may be helpful during tax season.

1. Click Organization tab in primary navigation bar.
2. Click Manage Subscription in side menu.
3. Click My Clients Plus Invoices tab.
   
   
   
4. Set Date Range. Date Range defaults to past 90 days.
   

   NOTE: Export will only be for Date Range you set. Be sure to set the correct Date Range before you export.

5. Click CSV button.
6. Save or Open the csv file.