Export product and service information

You may want to export the list of your products and services to a spreadsheet to maintain a copy for your records outside of OnBalance.

OnBalance exports an XLSX file with your item type, name, price, unit of measure, and whether taxable.

  1. From the company setup menu, choose Products & Services.
  2. Click Manage > Export Products & Services.

Note: You can view or copy the document in the local downloads folder on your computer.

For more information, click the appropriate link below to view your browser’s instructions for downloading files.

The availability of some or all of these features depends on your OnBalance bundle.

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