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September 1, 2024
Question

How do I export a copy of all invoices, name, date,comment, total amount etc. For me to analyse.

  • September 1, 2024
  • 1 reply
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I would like to create a spreadsheet with all of my invoices on showing all details etc. I lf possible I would filter before export for those records woth a product/service key word.

1 reply

September 1, 2024

Welcome to the Community space, @tony27. We'll provide details to help you export copies of your invoices outside QuickBooks Online (QBO).

 

You can run the Invoice List report, add columns, and filter it to show you the details you need for your business. However, please know that the option to include the product or service keyword is unavailable inside the report. As a workaround, you'll want to enter the product or service keyword in the Memo or Description section inside the transaction and then add the Memo/Description column to the report to see the keyword added to the invoice. We'll gladly outline the steps to get you going:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, click the Reports tab.|
  3. In the Search bar, enter Invoice list and then click on the report.
  4. Click the Customise button and then select Change columns.
  5. Tick the box beside the column that you want to see inside the report.
  6. Once done, click the Run report button.
  7. After modifying the report and adding the details needed, click the Export icon beside the Printer icon and then select Export to Excel.

 

For more details about customising a report, feel free to check this page: Customise reports in QuickBooks Online.

 

Moreover, you can check this page to help you create personalised sales forms and keep your current report setting for future use:

 

 

If you need assistance handling invoices inside QuickBooks or have other questions about exporting data outside the program, you can visit us anytime or comment below. This way, we can respond to your concerns and help you again. Keep safe.