Understanding Export Formats and File Types

Complete guide to BillToSheet export formats. Learn what's included in each CSV file and Excel workbook format.

Frequently Asked Questions

What files do I get after conversion?

You get three files: invoice_details.csv (header information like vendor, dates, totals), line_items.csv (individual products/services with quantities and prices), and combined.xlsx (Excel workbook with both as separate sheets).

When should I use the CSV files vs Excel?

Use CSV files for importing into accounting software (better compatibility). Use the Excel file for review, analysis, or when you want everything in one file with multiple sheets.

Can I customize which fields are exported?

Currently, all available fields are exported automatically. You can delete unwanted columns in Excel or your accounting software before importing.

What's the difference between the two CSV files?

Invoice details CSV has one row per invoice with summary information. Line items CSV has multiple rows per invoice - one row for each product/service listed on the invoice.

Are the Excel sheets linked to the CSVs?

No, they contain the same data but are independent files. Changes in one file don't affect the others. This lets you work with whichever format suits your workflow best.