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theproperpeony
December 14, 2020
Question

Is there a way to export an individual invoic e (with all of the line item detail) into excel?

  • December 14, 2020
  • 4 replies
  • 0 views
We know how to get invoice lists, but we are looking to get an entire invoice exported with all of the line item detail into excel. Thank you!

4 replies

MJoy_D
MJoy_D
December 14, 2020

Let me provide some insights about exporting an invoice into an excel, @theproperpeony.

 

You can generate an Invoice list report. It will show your invoices sorted by date. Once done, you can export this into Excel. However, the feature to export an invoice with all the line items into an Excel file is currently unavailable.
 
Here's how to generate the Invoice list report and to export it to excel:
 
  1. Go to the Reports tab and enter the Invoice list in the search box.
  2. Click to run the report.
  3. Customized the Report period and hit Run report. 
  4. In the reports page, click the Export button then select Export to Excel. 

Here's more information about exporting reports, lists, and other data from QuickBooks Online. 

 

The ability to export an invoice into an Excel file would be a great addition to the current features that we have, so I'll be sure to take note of it. For now, you can visit the QuickBooks Blog to check for new updates and features that we have. 

 

Get back to me if you have any other questions that you may have with your invoices. I'm a few clicks away to help. Have a good day!

C
CHARWORT
October 17, 2022

This post was from 2020, has their been any updates to the software that will allow an export of detail line items from an invoice to excel?

R
ReymondO
October 17, 2022

Good day, @CHARWORT.

 

For now, the option to export invoices with detailed line items to Excel is unavailable in the program. Please know that added features in QuickBooks depends on the number of requests sent to our developers. 

 

Let me take note of this suggestion to help improve your QuickBooks experience. On the other hand, you can send feedback to our developers, too. That way, they can review it and most likely include them in future updates. 


Here's how:

 

  1. Select the Gear icon at the top and click Feedback.
  2. Enter your comments or product suggestions. Then, select Next to submit feedback.
     

Moreover, you can track feature requests through the QuickBooks Online Feature Requests website.

 

In case you need related resources while working with QuickBooks, please feel free to skim through the topics from our help articles.

Please let me know how else I can help you with QuickBooks. I've got your back and am always happy to help. Keep safe!

Fiat Lux - ASIA
Fiat Lux - ASIA
December 15, 2020

@theproperpeony 

Utilize the trial period of an exporter tool

https:// transactionpro.grsm.io/qbo

 

J
Jangita
April 19, 2024

Hello, April 2024. Just checking if this feature is available? Or are we still waiting?

F
FaithA
April 19, 2024

Hello Jangita, I appreciate you joining the conversation. I understand that it is important for you to have your QuickBooks Online (QBO) invoice exported into an Excel file including line item details.

 

We appreciate our customers' feedback and its importance in making your QuickBooks invoice printing experience suitable for your business. However, at the moment, we can't guarantee that the feedback is being prioritized since it's being randomly reviewed by our developers. As a result, there's no set timeline for implementing the requested feature in future updates.

 

The good thing is that you can check our website to track the status of your feedback and see recently updated ideas at Customer Feedback for QuickBooks Online.

 

Additionally, you might want to visit our QuickBooks Blog for the latest innovations and product news.

 

Rest assured, I'll be available to assist you with any queries you might have on invoice printing preferences and other QuickBooks-related matters. We are always here to help. Stay safe!

S
Sage4
September 5, 2024
Here's how to export invoice details into Excel:
  1. Reports
  2. Profit and Loss by Customer
  3. Select: Report Period to narrow search range to time of invoice date
  4. Customize: filter: By Customer - select Customer
  5. Run Report
  6. Hover over the dollar amount of the invoice and select
  7. Generates Profit and Loss Detail
  8. Export to Excel
  9. *Bonus step - Save Customization. I named it, "Invoice Details to Export to Excel." As needed you can pull the report from your Custom Reports and change the Report Period so that it narrows to a specific invoice.
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