How do I do a bulk export with invoices or quotes?

Toolcie allows you to do a bulk export of your invoices or quotes.

To export invoices or quotes, in the corresponding section, check the boxes for the documents that you want to export, then click on the export button .

If you exported to CSV format, you must open the file in a spreadsheet program like Microsoft Excel or Google Sheets as a comma-separated values (CSV) file.

Fixing CSV file display issues

If your CSV file appears broken or incorrectly formatted when opened, it may be due to an incorrect column separator or encoding. Here are some checks to perform:

• Column separator: Make sure your spreadsheet software uses a comma (",") as the separator instead of a semicolon (";").
  - In Excel, open the CSV file directly. If the columns are not correctly separated, use the "Text to Columns" function in the Data tab and select Comma as the delimiter.
  - In Google Sheets, when opening the file, select Comma as the separator in the import options.
• File encoding: The CSV file is saved in UTF-8 to ensure compatibility with special characters.
  - If some characters do not display correctly, check that your spreadsheet software is opening the file using UTF-8 encoding.
  - In Excel, use "Open" and select "UTF-8 Encoding" if prompted.
  - In Google Sheets, UTF-8 encoding is automatically supported when opening the file.
• Quick check: If the data does not display correctly, you can open the CSV file with a text editor (Notepad++, VS Code…) to verify that it is encoded in UTF-8 and that the columns are separated by commas.

If issues persist, try opening your file with a different spreadsheet application or using an online conversion tool.

For more information on opening CSV files in Excel, check the official Microsoft documentation: View Microsoft documentation .