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BenTam
Level 5

Invoice numbers with customer name

Can I export a list of invoice number with customer names?

Solved
Best answer October 18, 2018

Best Answers
JamesDuanT
Moderator

Invoice numbers with customer name

Hello Ben,

 

Yes, you can export the Invoice List report where customer names and invoice numbers are already given. Here's how:

 

1. Click Reports on the left menu, and search Invoice List.

2. Click the Export option, and select Export to Excel.

 

You might want to use this article for reference: Export Quickbooks Online Reports to Excel.

 

Let me know if you need anything else. Have a great day!

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4 Comments 4
JamesDuanT
Moderator

Invoice numbers with customer name

Hello Ben,

 

Yes, you can export the Invoice List report where customer names and invoice numbers are already given. Here's how:

 

1. Click Reports on the left menu, and search Invoice List.

2. Click the Export option, and select Export to Excel.

 

You might want to use this article for reference: Export Quickbooks Online Reports to Excel.

 

Let me know if you need anything else. Have a great day!

BenTam
Level 5

Invoice numbers with customer name

Thanks for your solution.

bsatish19
Level 1

Invoice numbers with customer name

How can I export the invoices with tracking number? how to find duplicate invoices in QuickBooks Online?

FritzF
Moderator

Invoice numbers with customer name

Hello there, @bsatish19.

 

Thanks for joining this conversation. I can provide some information about exporting and locating duplicate invoices in QuickBooks Online (QBO).

 

 You can use the Invoice List report that was shared by my colleague above. This will display all the invoices you've recorded in QBO. Then, ensure to add the Tracking number column before you export it.

 

To pull up the report, here's how:

 

  1. In QBO, go to the Reports menu at the left pane.
  2. Click the Invoice List report to open.
  3. Select the Customize option at the upper right.
  4. In the Rows/Columns section, place a checkmark on the Tracking # box.
  5. Hit Run report to refresh.

 

Once done, click the Export option, and select Export to Excel.

 

To learn more about exporting and managing reports in QBO, consider checking out these articles:

 

 

I'll be around if you need further assistance managing your invoices. I'd be more than happy to work with you again. Have a great day!

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