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alegnainc172017
Level 1

Hello. Can I export QBO invoice data such as product, quantity, unit price, etc. to excel? If so, please please advise. Thank you.

 
2 Comments 2
jenop2
QuickBooks Team

Hello. Can I export QBO invoice data such as product, quantity, unit price, etc. to excel? If so, please please advise. Thank you.

There's a way that would let you export invoice data to Excel, alegnainc172017.

 

While a native function to export invoices with line item details is unavailable, you can run and customize the Sales by Customer Detail report to get the information you need.

 

Here's how:

 

  1. Go to the Reports menu and type in Sales by Customer Detail in the Search bar.
  2. Select a date in the Report period section.
  3. Click Column if you want to add more columns, such as Item description and Cost amount.
  4. Click Filter and use the following filters: Transaction Type, Equals, and Invoice.
  5. You can also click Group by if you want to change the grouping by Customers, Transaction type, or Product/Service.

 

sales by cd.pngsales by cd 2.png

 

After getting the data you need, click the Export button in the upper-right-hand corner and choose Export to Excel.

 

export to excel.png

Feel free to ask follow-up questions or post new inquiries if you need anything else.

SIAB
Level 7

Hello. Can I export QBO invoice data such as product, quantity, unit price, etc. to excel? If so, please please advise. Thank you.

@alegnainc172017 

You can use an exporter tool.

https://get.transactionpro.com/qbo

 

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