Down load last years' invoices to excel including net, VAT and gross amounts

Hello there, Leets.

You can run a Transaction Detail by Tax Code report in QuickBooks Online to show the list of your last year's sales invoices displaying the Net amount, VAT amount, and Gross amount column. You can export it to Excel and I'm here to guide you.

Here's how:

1. On the left menu, go to Reports and search for Transaction Detail by Tax Code.
2. Click the Customise button.
3. Open the Filter section and select Invoice and Expense (Choose as many as you prefer) as the Transaction Type.

    

    
   
4. Click Run Report.
5. Click the Gear icon on the top-right of the report preview page and click Show more.
6. Select only the following columns to display:
   1. VAT Amount
   2. Net Amount
   3. Gross Total
7. Click the Share button beside the Gear icon and select Export to Excel.

In the 6th step, you can select any columns you prefer to show other than those listed above.

After customising the report, you can consider memorising it to save and access it easily in the future.

The Community page is always open for any type of your concerns. Please don't hesitate to reply if you need additional assistance. I'd gladly help you anytime.

Hi Mark,

Thank you for your detailed reply - it sure is a complicated work around instead of clicking one button!

However, I have stalled at pont 3: this is all I see - nothing about choosing to filter to just invoice - am I in the wrong place?

best regards,

Lita

Hi Lita, thanks for getting back to us here with that screenshot

That is the correct place, though the options you see here can depend on the subscription type. So that we can provide you with more accurate information, please confirm the level of QuickBooks Online you're using: Simple Start, Essentials, Plus, or Advanced. Thank you!

Hi,

I am on Esserntials.  I have downloaded the whole thing and spent quite a while filtering and deleting and got there in the end!

Is there a chance in the future that we can just download the invoice list to Excel or pdf as easily as we can for expenses and all reports?

best regards,

Lita

Thanks for getting back here at the Community, @Leets.

We want you to know that we value your feedback and use it to improve our services. With that said, I can assist you in sharing your suggestion about making it easier to download the invoice list to Excel or PDF, similar to how we currently do for expenses and all reports, with our software engineers. They can then review your valuable insight and consider it for future updates to our product.

1. Select the Gear icon, then choose Feedback.
2. Type in your comments or product suggestions. 
3. Then click on Next to submit feedback.

Your feedback is valuable to us and helps us improve QuickBooks Online. I hope that this information will aid you in initiating your task.

I've also included resources about working on specific ways to customise your reports to get awesome insights also, how to get the most out of your financial reports:

• Common custom reports in QuickBooks Online
• Customise reports in QuickBooks Online

Thank you for your patience as we work on your suggestion. If you have any further questions about how to handle your reports in QuickBooks Online, please don't hesitate to reach out to us. I'm always available to provide additional assistance. Have a great rest of your week!