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I need to export an invoice in xml or csv format to some clients how can i do this

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QuickBooks Online

A

Ashleigh1Answer

Level 14

Hello Imnioi,

Welcome to the Community page,

If you click on sales>all sales>click on the filter so it is just invoices showing and the date range and customer you need then, on the right-hand side is an icon that is a rectangle with an arrow going out that is the export button if you click that it will export out of QuickBooks whatever invoices are showing in the all sales section.

You can not export the invoice within the invoices the only way is though all sales.

Fiat Lux - ASIA

Level 14

Utilize TP Exporter

https:// transactionpro.grsm.io/qbo

A

Ashleigh1Answer

Level 14

Hello Imnioi,

Welcome to the Community page,

If you click on sales>all sales>click on the filter so it is just invoices showing and the date range and customer you need then, on the right-hand side is an icon that is a rectangle with an arrow going out that is the export button if you click that it will export out of QuickBooks whatever invoices are showing in the all sales section.

You can not export the invoice within the invoices the only way is though all sales.

E

ElijahStownton

If you need to do this regularly, consider using Skyvia (https://skyvia.com/data-integration/quickbooks-csv-file-import-and-export). It's a no-code platform that can automate the import of sales transactions into QuickBooks using CSV files.

J

Jacob321

I tried this and got both QuickBooks and xero to connect to one another in Skyvia but couldn't get step 3 in the task editor, the mapping definition, to work. I definitely have some settings wrong, every time I tried to run it, it failed. If you could share your settings for the mapping definition I'd be eternally grateful!

SIAB

Level 2

@Jacob321

Try Make to compare.

https://www.make.com/en/register?pc=quickbooks

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