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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
imnioi
Level 1
posted
‎May 19, 2020 10:32 AM
last updated ‎May 19, 2020 2:32 AM

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

 
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Best answer May 19, 2020
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Ashleigh1
QuickBooks Team
QuickBooks Team
‎May 19, 2020 02:29 PM

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

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. 

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5 REPLIES 5
Fiat Lux - ASIA
Level 15
‎May 19, 2020 12:38 PM

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

Utilize TP Exporter

https:// transactionpro.grsm.io/qbo

 

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Ashleigh1
QuickBooks Team
QuickBooks Team
‎May 19, 2020 02:29 PM

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

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. 

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ElijahStownton
Level 4
‎February 24, 2025 12:20 PM

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

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.

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Jacob321
Level 1
‎June 23, 2025 11:07 AM

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

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!

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SIAB
Level 7
‎June 23, 2025 11:11 AM

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

@Jacob321 

Try Make to compare.

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

 

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