You can now bulk download past forms and create forms from transaction CSVs

Money Forward CloudNew

You can now download past received forms as a ZIP file in bulk and batch-create billing documents using transaction CSV files.

Changes

  • You can download forms not linked to Cloud Box as a ZIP file from the form download screen.
  • You can bulk-create quotes, delivery slips, and invoices by uploading transaction CSV files.
  • Bulk form creation from transaction CSV is available for Business and Personal plans, but receipts are not supported.
  • The receive and sales management ledger features are scheduled to end at the end of October 2026.

Affected areas

帳票ダウンロードCSV一括追加サンプルCSV（取引）CSVアップロード（取引）受信販売管理台帳

Screenshots

You can now bulk download past forms and create forms from transaction CSVsYou can now bulk download past forms and create forms from transaction CSVsYou can now bulk download past forms and create forms from transaction CSVsYou can now bulk download past forms and create forms from transaction CSVs
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This summary is independently created by Release Radar and is not an official announcement from the vendor. Please read the official page for accurate details.

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