Let me share some insights about downloading invoices in QuickBooks Online (QBO), Darrenholcombe.
If you need to download invoice transactions as a CSV file, then that option is unavailable in QBO. We can only do this for an invoice list where we export the list to an Excel file. Then, change the file format to a CSV file. Here's how:
- Click the Gear icon on the top menu and select Export data under Tools.
- Go to the Reports tab and switch on to export the following reports to Excel (these reports contain QuickBooks transactions).
- Switch off the lists from the Lists tab.
- Click Export to Excel.
- Press OK.
To learn more about this one, check out this article: Export reports, lists, and other data from QuickBooks Online. We'll need to have a converter tool if you need to download the invoice transactions. You'll want to check for a third-party application through this link: https://quickbooks.intuit.com/app/apps/home/en-au/.
Moreover, refer to this article for the steps and details about downloading sales forms and statements as PDFs: Download and save sales forms and statements in QuickBooks Online.
This thread is always open for replies if you still have queries about your downloading invoices or any sales forms-related concerns. We're here to help. Keep safe always.
