How do you export invoice data to CSV?

1. Filter to what you need

Narrow to the set you want to export. Entity tags let you pull just one client, location, or company, so you are not exporting everything and deleting rows later.

2. Pick CSV or JSON

CSV drops into a spreadsheet or most accounting tools. JSON suits anything programmatic. Both carry the same verified fields: vendor, invoice number, dates, tax, totals, and line items.

3. Use the file, or automate instead

The export is clean because each field passed dual-model agreement and math checks before it left. If you would rather not export by hand, signed webhooks and the REST API push the same data to your systems as invoices complete.

A common mistake: exporting before the queue is clear

An export reflects the invoices exactly as they stand at that moment. If some are still sitting in the verify queue, their low-confidence fields have not been confirmed, and those unchecked values go straight into your file. You then reconcile against numbers a person never signed off on.

Clear the queue for the entity you are exporting first. And remember the file is a snapshot, not a live link: if you correct a field afterward, export again or point a signed webhook at your system so the data stays current on its own.