This guide specifically focusses on exporting financial data, specifically where credit notes are involved.
How do I export this data?
Use one of these two options to export your data. These will show your zero balance for the invoice and credit note correctly:
- Accounts > Accounts reports & exports (recommended)
- Accounts > Accounts records > Export
Warning: When it comes to exporting credit note data from Accounts > Invoices > Export is not advised.