Question

Leaving QB, how do I download this years invoices?

Forum|Forum|3 years ago
February 10, 2023
1 reply
0 views

I’m done with QB.

going to start the financial year from scratch with another platform. So every transaction is loaded into my financial year.

as my invoices are connected onto qb. How can I download all my invoices to back up the income records on the new platform.

I don’t wish to transfer information from qb to new platform. As qb is constantly missing transactions.

QuickBooks Online

A

Ashleigh1

Hello Little-miss-orch,

Welcome to the Community page,

Currently there is not a function to export invoices from QuickBooks Online.

You can run a sales by customer detail report(from the reports section on the left hand side) and use the customise in the top right of the report>then in rows /columns>change columns>put a tick in the vat code box>run report. You can then export this to excel

You can also export from the all sales>all sales, then use the filter above the word date, filter the type to just invoices you can then export that to excel in the arrow on the right side next to the print symbol. However this section does not have the ability to add in a vat code column

These are the two options which you could use. The function to export full invoices may be added in the future and you can always leave feedback here

Here are some more help articles for exporting data out of QuickBooks

Export data, reports, lists and more from QuickBooks Online

Export Data out of QuickBooks Online

Export your reports to excel from QuickBooks Online