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April 8, 2024
Question

Down load last years' invoices to excel including net, VAT and gross amounts

  • April 8, 2024
  • 1 reply
  • 0 views

Hi,

 

I just need a list of last tax year's' sales invoices in 3 columns: net amount, VAT and gross amounts to download into excel, but can't seem to find a button to do this as with the expenses.

1 reply

April 8, 2024

Hello there, Leets.

 

You can run a Transaction Detail by Tax Code report in QuickBooks Online to show the list of your last year's sales invoices displaying the Net amount, VAT amount, and Gross amount column. You can export it to Excel and I'm here to guide you.

 

Here's how:

 

  1. On the left menu, go to Reports and search for Transaction Detail by Tax Code.
  2. Click the Customise button.
  3. Open the Filter section and select Invoice and Expense (Choose as many as you prefer) as the Transaction Type.

     

     
  4. Click Run Report.
  5. Click the Gear icon on the top-right of the report preview page and click Show more.
  6. Select only the following columns to display:
    1. VAT Amount
    2. Net Amount
    3. Gross Total
  7. Click the Share button beside the Gear icon and select Export to Excel.

 

In the 6th step, you can select any columns you prefer to show other than those listed above.

 

After customising the report, you can consider memorising it to save and access it easily in the future.

 

The Community page is always open for any type of your concerns. Please don't hesitate to reply if you need additional assistance. I'd gladly help you anytime.

LeetsAuthor
April 9, 2024

Hi Mark,

 

Thank you for your detailed reply - it sure is a complicated work around instead of clicking one button!

 

However, I have stalled at pont 3: this is all I see - nothing about choosing to filter to just invoice - am I in the wrong place?

 

best regards,

 

Lita

April 9, 2024

Hi Lita, thanks for getting back to us here with that screenshot

 

That is the correct place, though the options you see here can depend on the subscription type. So that we can provide you with more accurate information, please confirm the level of QuickBooks Online you're using: Simple Start, Essentials, Plus, or Advanced. Thank you!