Question

CAN I EXPORT AN INVOICE TO EXCEL?

Forum|Forum|5 years ago
March 6, 2021
5 replies
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QuickBooks Online

MaryLandT

You'll be glad to know that you can export an invoice to Excel, tara17.

You can pull up a report that lists down your invoices. Then, export the data from there.

Let me show you how:

Go to the Reports tab.
Enter the Invoice list in the search box, then enter.
Customized the Report period and hit Run report.
In the reports page, click the Export button then select Export to Excel.

For more information about importing or exporting data, you can check out these articles:

Please know that I'm always here if you need something else. Simply leave a comment below and I'm glad to answer any additional questions. Have a great day!

S

Sjvitukade

Hello, I need to export list of all customers overdue invoices in excel. However i could not see export option anywhere on that screen. Could you please help me with that?

Thank you in advance.

Sachin

M

MirriamM

It's nice to see you in this thread, klibvt.

I'll be happy to guide you in exporting the data you need.

In QuickBooks Online (QBO), we have the Open Invoices report that you can run. It shows unpaid invoices and statement charges with totals for each customer.

To pull up and export the report, here's what you'll need to do:

In the left menu, click Reports.
Select the Standard tab, and go to the Who owes you section.
Locate and click Open Invoices.
Click the Customize button.
Set the Report period.
In the Filter section, select Unpaid in the A/R Paid dropdown menu.
Click Run report.
On the Open Invoices Report page, click the Export icon between the Printer and Gear icon.
Select Export to Excel or Export to PDF.

To know more about the reports you can run, see this article: Run reports in QuickBooks Online. It contains details on the report features and specific reports to get the info you need.

For additional reference, you can check this article about how you can customize a report in QBO.

That's it! You'll get the info you need, klibvt. Let us know if you have further questions. We're here to help. Take care.

Fiat Lux - ASIA

...

P

Pure Quality

this does not actually explain how to export an invoice. this exports a report.

Is there a way to export an actual invoice?

AlexV

Hi Pure Quality!

Thanks for joining us here. Allow me to help you in exporting an invoice.

You're right, the steps shared by my colleague show you how to export the list of invoices in a form of a report. Although you can print or download an invoice in a PDF file, QuickBooks Online doesn't have an option to export an actual invoice into an Excel file.

Please consider the workaround suggested by one of our Community users, to use a third-party exporter tool. QuickBooks Online supports multiple applications. You can find them by clicking the Apps menu.

As mentioned, QuickBooks Online allows you to export reports as well as lists. You can find additional details here: Export reports, lists, and other data from QuickBooks Online.

Do you need to customize your sales forms? We made an article that outlines the steps: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Keep on posting here if you have other concerns in handling your data. I'll be here!

F

fhgfj

Hi Alex V. Thanks for being so candid and admitting the following: "Although you can print or download an invoice in a PDF file, QuickBooks Online doesn't have an option to export an actual invoice into an Excel file". So, I have an invoice with 367 line items and I need to verify each line item to locate the discrepancy. That's an easy task if just Copy & Paste the rows (line items) into a spreadsheet. What possibly logic went through the minds of your programmers to deliberately PREVENT "export to CSV" and PREVENT "Copy & Paste"?

K

Kat3939

After a lot of searching, I discovered a work around to this iss:

In Quickbooks, go to the form you want to convert/export

Under MAIN tab, across the top, click on SAVE and SAVE AS A PDF

Open the newly created PDF

On the right hand side of the screen, using Adobe Acrobat click on EXPORT PDF. Adobe Acrobat is a subscription based software service. It's $1.99 per month to convert PDF's to Excel

Click on CONVERT

Click on READY

After it’s been converted, open it and rename it, as needed

Now it's in Excel and ready to be edited :)

To create a Google Sheet that you can share with others from the Excel form:

Open and name a new sheet

Go into the Excel sheet and copy all info you want to transfer

Paste into newly created google sheet

F

fiSCIENCES

Hello community,

I would like to export all invoice with ITEM description. At least the first line.