Billings Pro Help
Index

# Exporting information

If you are looking to export data (such as projects, slips, and invoices) from your database, you can do so. For example, you might want to export information to do additional accounting in specialized software, or even to format it for use on a web site. There are 2 ways of exporting items: a) Text file b) Billings Exchange (.bex) file. The text file can be opened and used in other applications; the Billings Exchange (.bex) file can be opened and used by other Billings Pro users.

What you export depends on what you have selected. For instance, if you first select a project, you will export the project and all of its associated items (slips, invoices, payments, and so on). However, if you just select a slip, only that particular slip gets exported.

The Export menu item changes depending on your selection, letting you know what will be exported. If you select a project, it shows Export Project; if you select an invoice, it shows Export Invoice.

## To export as a text file

1. Select the item(s) you want to export.
2. To export as a text file, choose File > Export > Export item to Text.
3. Browse to the folder where you want to export the information. Click Choose.

   Billings Pro exports the selected item as a text file.

## To export as a .bex file

1. Select the item(s) you want to export.
2. To export as a Billings Exchange file, choose File > Export > Export item.
3. Browse to the folder where you want to export information. Click Save.

   Billings Pro exports the selected item as a .bex file.

If you chose to export as a text file, Billings Pro creates a file that contains tab-separated values (TSV). You can import this file into other applications, such as Microsoft Excel, where you might use the data to create a spreadsheet. If you chose to export as a ".bex" file, Billings Pro creates that file in the specified location.

Using the Report Designer to customize estimates and designing them from scratch, is a technically complex process that requires some familiarity with software development. You can find out more about building templates for Billings by visiting the Billings support website.

## See also

How do I export slips from Billings Pro and open them in Excel?