We are a small business. I need to export the day's sales receipts to an excel or csv file. And I don't need to buy an expensive version of QBO to get this functionality. Anybody know how this can be done? Just learning QBO, TIA.
I'm happy to see you posting again in the Community, lougeezer1!
I'll be sure to provide detailed steps to guide you through exporting your daily sales receipts to an Excel file. By the way, we're unable to export them to a CSV, but you can save your Excel file as CSV if you need that format.
We'll use the Transaction List by Customer report, filter the sales receipts, and then do the export.
I bet you will need this report every day so might as well save it by clicking on Save customization. Give your report a name and select Save, so it will be added to your list of Custom reports.
On the other hand, I suggest checking about customizing QBO reports for more insights on how you can personalize or filter specific information.
Just drop by if you need help again. The Community team is always available to assist you even on holidays. Stay safe!
Further to that response, there are many fields we'd like to see in the report which unfortunately are not available straight from the QB reports.
I simply put data in fields that are available, regardless of the name of those fields, thus you'll find the tax-registration number of the client in the fax-number field, etc. etc.
I've learned to (ab-)use the reports as I see fit. No need to limit yourself. Works wonders for me.
@JessT, That's an interesting start. But the purpose of this exercise is to gain intel about the day's sales. I need full line item info for each sales receipt, which this report does not seem to offer.
Sadly, I would probably forget those hacks, and mistake the tax registration number as a phone number or some such.....
But kudos for thinking out of the box! Pity it is so necessary on something both this critical and this expensive.
Thanks for the quick response, lougeezer1.
The alternative report shared by JessT is the closest report that you can export to get daily sales receipts to an Excel file. While the exact report you're looking for isn't available, please know that QBO is constantly changing and evolving based largely on the suggestions and requests of users like yourself.
For now, I want you to get in the loop about the latest news and product developments in QuickBooks. That said, I encourage you to visit our Firm of the future site. To narrow down your search, you can go to the Product & Industry News tab.
For additional reference, you can visit these articles to know more about the basic reports in QBO and how to customize them:
If you have another question in mind about managing reports, please let me know. I'd be happy to answer them for you. Have a good one.
@Charies_M The links you posted are coming up as non-existent. Since I'm unable to use QBO to track production requirements, I'll have to find a way to get this info outside QB.
put this on the List of yet another reason to dump QuickBooks ASAP....
This isn't the kind of impression we want you to have, @lougeezer1.
I'm here to provide the updated links you can read about running and customizing reports in QuickBooks Online (QBO). These are the articles:
Please know you can continue to reach me here with any additional questions. Thanks for coming to the Community, wishing you continued success.
Thank you for the corrected link. The article seems to point to the report I've already reviewed. That report does not show line item information, so it is not sufficient to create a list of products to be manufactured.
As a workaround, I would be interested in whether anyone has used Microsoft Power Automate to drive QBO and capture reporting data. That is currently my next thought should this article not provide the needed solution.