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Exporting invoices from QBO

Forum|Forum|7 years ago
April 30, 2019
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How can I export a CSV of invoices from QBO?

I've found various links about importing a CSV of invoices into QBO - I want the reverse.

QuickBooks Online

Best answer by EmmaM

Hello Aidan

Currently there is not a function to export invoices from QuickBooks Online. Are you looking to import them into another system?

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 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

Thanks

Emma

Rustler

I have not heard of an app that will do that, but you can check the app store

QBO itself will not do it

https://apps.intuit.com/app/apps/home

E

EmmaMAnswer

Hello Aidan

Currently there is not a function to export invoices from QuickBooks Online. Are you looking to import them into another system?

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 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

Thanks

Emma

A

aidanAuthor

Thanks - I got what I needed by combining data from those two reports. Adding a few more fields to the customer detail report would simplify the process.

T

Tow_Truck

As a work around for this missing basic feature you can go to the invoice page and highlight all the entries and copy and paste it into excel. You only get the Date, Invoice No., Account, Amount, and Status columns. I do a lot of cash invoices but I don't manually enter them as transactions (who could be bothered?), so this is the only way to get the cash sales data for doing the tax return.

I

I_B_DGA

Hello.

In the event you still have not resolved this, or if anyone else is struggling with the same issue, I found this a real problem myself. Someone, below, mentioned Transaction Pro - THANK YOU!!!!! I do not work for nor make money off them so this is an honest suggestion. I really needed to extract all data in a usable form. It did it. Hell, $10/month and I only needed it for 2 days. It Exports, Imports, and even Deletes. I suggest trying it. Trial only lets you pull 50 lines. Spend the $10.

https://www.transactionpro.com/

David