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December 21, 2023
Question

I need to download a LIST {not individual} of invoices on a quarterly or annual basis. With the recent updates, this feature isn't where it used to be. Any suggestions?

  • December 21, 2023
  • 1 reply
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1 reply

December 21, 2023

Hi there, @flowerfree2.

 

The option to download a list of your invoices is unavailable in QuickBooks Self-Employed (QBSE). For now, you'll have to manually export each invoice as PDF. Here's how:

 

  1. Go to the Invoices menu and select the Action drop-down list.
  2. Click Export as PDF.

 

I understand the significance of having this feature when managing your transactions. Therefore, I'll make a note of this as a suggestion to enhance your experience in QBSE.

 

Furthermore, you have the option to provide feedback directly to our developers so they can review your request and potentially include it in future updates. Here's how you can do that:

 

  1. Go to the Invoices tab and open any transaction. We're not going to change anything; this is a way for us to see the option to give feedback.
  2. Click the Feedback tab on the upper right side.
  3. Enter your suggestion in the field and hit Next.
  4. Follow the on-screen instructions.

 

Additionally, QuickBooks has a website where users can vote on new feature suggestions and provide feedback. You can access the page by visiting this link: Customer Feedback for QuickBooks.

For further information on how to utilize your QBSE report and other features, please refer to the provided links:

 

 

If you have any more questions about downloading your list in QBSE, feel free to ask. I'm here to help you get back to business. Take care and stay safe!