SliQ Invoicing Software Help - Exporting Reports to Excel

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SliQ Invoicing Software Help

Introduction

Companies

Invoices & Payments

Raising an invoice

Raising a copy of an invoice

Saving an Invoice in PDF form

Editing an invoice

Selecting a customer

Product or Service Invoice?

Inserting a new item

Select an Existing Product

Select an Existing Discount

Enter a new Product Name

Enter a new Discount Name

Adding your logo to invoices

Printing an invoice

Printing all unprinted invoices

Previewing an invoice

Emailing an invoice

Recording a Customer Payment against an invoice

Deleting a payment

Raising a credit note

Recurring Invoices

Making an Invoice Recur

Confirm Automatic Invoices Dialog

Voiding an Invoice

Check Recurring Invoices

Making Payments

Discounts

Quotes

Creating a quote

Raising a copy of a quote

Creating an invoice from a quote

Saving a Quote in PDF form

Editing a quote

Selecting a customer

Product or Service Quote?

Inserting a new item

Select an Existing Product

Select an Existing Discount

Enter a new Product Name

Enter a new Discount Name

Customers & Statements

Adding a customer

Editing a customer record

Deleting a customer record

Viewing a Statement

Printing a Statement

Previewing a statement

Emailing a statement

Recording a Customer Payment against an invoice

Saving a Statement as a PDF

Exporting Customer Details

Importing Customer Details

Product & Discount Records

Adding a product

Adding a discount

Editing a product or discount record

Deleting a product or discount record

Exporting Product & Discount Details

Importing Product & Discount Details

Reporting

Saving a Report as a PDF

Exporting Reports to Excel

Invoice Payment Terms

Standard Customer Messages

Selecting a Standard Message

Adding a Standard Message

Deleting a Standard Message

Editing a Standard Message

Setup

Business Details, Currency & Tax Name

Template Setup

Choosing a Template

Showing Remittance Slips

Showing Quantity and Each Columns

Configuring a Logo

Showing a PAID watermark

Setting up Page Numbers

Payment Terms

VAT/ Tax Rates

Managing Standard Customer Messages

Confirming Automatic/ Recurring Invoices

Backups

Creating a backup

Restoring a backup

Automatic Backups

Data Import/ Export

Exported Customer Details File Format

Exported Product & Discounts Details File Format

Exporting Reports to Excel

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SliQ can export reports to Excel.

All report data can be exported to a new Excel spreadsheet or to a new worksheet in an existing Excel file.

To learn how export data, follow one of these links:

·	Export data to a new Excel spreadsheet

·	Export data to a new worksheet in an existing spreadsheet

Export Data to a new Excel spreadsheet

Make sure the Reports tab is selected as shown below.

Select the report type you wish to save.

exporttonewexcel

Press the Export to Excel button.

A Save As dialog will be displayed.

Enter the name of the file in which you wish to save the Excel version of the report and press OK.

Note: A new Excel file will be created overwriting any existing file with the same name.

Note: Before saving the report to a new Excel spreadsheet, make sure the spreadsheet file is not currently open in Excel.

Export Data to an existing Excel spreadsheet

Make sure the Reports tab is selected as shown below.

Select the report type you wish to save.

exporttoexistingexcel

Click the dropdown arrow to the right of the Export to Excel button as shown in the above picture.

From the dropdown menu, choose the Export to an existing spreadsheet option.

A Save As dialog will be displayed.

Enter the name of the file in which you wish to save the Excel version of the report and press OK.

Note: A new worksheet will be added to the end of the Excel workbook.

Note: Before saving the report to an Excel spreadsheet, make sure the spreadsheet file is not currently open in Excel.