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rickybrake
November 17, 2022
Solved

How do i export invoices into Excel in QBO ? ..The prompts i have used for years are gone...

  • November 17, 2022
  • 1 reply
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Original commenter did not share additional details
Best answer by MorganB

Good morning, rickybrake.

 

Thanks for taking the time to reach out for support here in the Community. I'm here to provide some info about exporting invoices to Excel in QuickBooks Online.

 

This can be done in a few quick steps. Here's how:

 

1. Hover over the Sales tab in the left navigation menu, and click All Sales.

2. Change the type to Invoices, and enter any specific dates and customer(s) if necessary.

3. Then choose the icon with an arrow pointing up, above the action column to export the list to Excel.

 

You can also export the Invoice List report by:

 

1. Going to the Reports tab.

2. Enter the Invoice list in the search field and select it.

3. Make any necessary customizations and choose Run report.

4. On the report page, click the Export button, then select Export to Excel.

 

That will do it! The following article provides additional info about exporting reports, lists, and other data from QuickBooks Online. Please feel free to leave a comment below if you have any other questions. 

1 reply

MorganB
MorganBAnswer
November 17, 2022

Good morning, rickybrake.

 

Thanks for taking the time to reach out for support here in the Community. I'm here to provide some info about exporting invoices to Excel in QuickBooks Online.

 

This can be done in a few quick steps. Here's how:

 

1. Hover over the Sales tab in the left navigation menu, and click All Sales.

2. Change the type to Invoices, and enter any specific dates and customer(s) if necessary.

3. Then choose the icon with an arrow pointing up, above the action column to export the list to Excel.

 

You can also export the Invoice List report by:

 

1. Going to the Reports tab.

2. Enter the Invoice list in the search field and select it.

3. Make any necessary customizations and choose Run report.

4. On the report page, click the Export button, then select Export to Excel.

 

That will do it! The following article provides additional info about exporting reports, lists, and other data from QuickBooks Online. Please feel free to leave a comment below if you have any other questions. 

R
rickybrakeAuthor
November 19, 2022

Thanks so much for this excellent reply — I had followed the process exactly as you say , for years , then the up arrow options disappeared , replaced by an import option  - After some sweating , and a phone call to intuit , thankfully , I realized I needed to go back to the accountant view .. And , all is good again .. Thanks ! 

G
GebelAlainaM
November 19, 2022

Thank you for sharing an update about your concern, tricky.

We're glad to know that my colleague was able to help you resolve your QuickBooks concern. I'd also like to thank you for your patience in performing the recommendation process that has been provided. Please know that if you need help performing specific tasks in QuickBooks we'll always be here to assist you again. Rest assured that assisting and providing the right resolution for our valued customers is our top priority.

I hope you have a great day ahead and take care!

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