Invoices & Estimates Export as Spreadsheet

jpalombo · ‎July 22, 2020

I need my subcontractor to be able to export his estimates and invoices as spreadsheet documents since this is the only kind of document that can be imported into QBO. Otherwise I have to manually enter all of his line items into a new estimate or invoice. This seem pretty ridiculous when the estimates and invoices were created in QBO in the first place.

End product needed: Being able to import QBO invoices and estimates from someone else into QBO

Current strategy in questions: Export QBO invoices and estimates as Xlsx,xls or CSV; use Saasant to upload these files into my QBO account.

Looking forward to hearing your solutions.

JasroV · ‎July 24, 2020

Thanks for the clarification, @jpalombo.

I can share some insights about exporting your invoice and estimate from your QuickBooks Online (QBO) account. Currently, the option to do so inside QBO is not possible. The Subcontractor can export the pdf of the invoice only. They can export the transaction itself(not the invoice) via the invoices history and the icon to the left of the cog above the word action.

Or they could run a transaction detail report for your business name and export that detail. It would only bring invoice numbers and amounts to the invoice file. We do see this is not ideal or what you need.

The functionality is there for imports from an existing CSV currently only not for exporting directly to a CSV the full invoice.

Your subcontractor could look at third party apps to export that information but we do see that there is cost involved generally for that,

If they did do that we have included how to import the data below

Go to the Gear icon and select Import Data.
Select Invoices.
Under the Browse button, you can add new customers, products, and services (Optional).
Select Browse and then find and select the spreadsheet of your invoices.
Then click Next.

You can also check this article for more detailed steps in importing your invoice: Import multiple invoices at once.

You can always get back to me in case you have other questions in importing your invoices in QBO. I’ll be around to assist you. Have a great day ahead!

View solution in original post

Adrian_A · ‎July 23, 2020

Thanks for the details, jpalombo.

We're assuming you and your subcontractor both use QBO. If we have misinterpreted at all let us know.

SaasAnt is a third-party app integrated with QuickBooks. If you're using this application to record the invoices and estimates or your subcontractor is, you'll have to export(or they would) and then import the transactions using the third party app if you want them to be available in your QuickBooks Online account.

Rest assured, you have me to help you import the transactions using a CSV file. If your subcontractor exports them to you as a excel/CSV file and then sends you that file to download. Then you could import the details into your QBO.It may require some mapping in QBO see below

Once you've already exported the transactions, we can import them either a 3-column or 4-column format. Here's how to import:

From the Gear icon, select Import Data.
Select Bank Data.
Click Browse and then select the CSV file.
Click Open.
Hit Next.
Select which bank account you want the transaction to upload.
Click Next.
Map the fields, and then Next.
Review the transactions.
Click Next.
Select Yes.

There you have it, jpalombo. Please let me know if there's anything that I can help. Have a great day ahead!

jpalombo · ‎July 24, 2020

Thanks, but that's not what I need.

I am receiving invoices from a subcontractor that he has created in Quickbooks. I need to take the line items from his invoice and insert them into a new invoice that I will send to my client with the rates adjusted with our hourly rate.

JasroV · ‎July 24, 2020

Thanks for the clarification, @jpalombo.

I can share some insights about exporting your invoice and estimate from your QuickBooks Online (QBO) account. Currently, the option to do so inside QBO is not possible. The Subcontractor can export the pdf of the invoice only. They can export the transaction itself(not the invoice) via the invoices history and the icon to the left of the cog above the word action.

Or they could run a transaction detail report for your business name and export that detail. It would only bring invoice numbers and amounts to the invoice file. We do see this is not ideal or what you need.

The functionality is there for imports from an existing CSV currently only not for exporting directly to a CSV the full invoice.

Your subcontractor could look at third party apps to export that information but we do see that there is cost involved generally for that,

If they did do that we have included how to import the data below

Go to the Gear icon and select Import Data.
Select Invoices.
Under the Browse button, you can add new customers, products, and services (Optional).
Select Browse and then find and select the spreadsheet of your invoices.
Then click Next.

You can also check this article for more detailed steps in importing your invoice: Import multiple invoices at once.

You can always get back to me in case you have other questions in importing your invoices in QBO. I’ll be around to assist you. Have a great day ahead!

gemma budd · ‎July 07, 2022

hi i have canceled my subscription but need to export me invoices how is it possible to do ?

GeorgiaC · ‎July 07, 2022

Hi Gemma, thanks for joining this thread - are you using QuickBooks Online or QuickBooks Self-Employed?

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