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mikehuntsbear
Level 1

Is there way to export a sales order or an invoice

When my company asked Intuit sales if it was possible to export a sales order to an excel file we were told yes, but I cannot figure it out even though I have 27 years in the IT field.  

 

To be clear, I do nt

5 Comments 5
mikehuntsbear
Level 1

Is there way to export a sales order or an invoice

To be clear, I do not need to export a sales order report.  I need to be able to export the sales order itself to an excel file.  

 

Is this possible, if not is there an app that will add this functionality?

AnneMariee
QuickBooks Team

Is there way to export a sales order or an invoice

Let me provide clarification about exporting sales orders and invoices into an Excel file, mikehuntsbear.

 

I can see how exporting specific transactions can benefit your business. However, the option to do so is currently unavailable in QuickBooks Desktop. That said, I recommend sending a product suggestion through the Feedback section. Your feedback directly goes to our product engineers who'll take note of the need for this functionality and consider adding it in future updates.

 

Here's how to do that:

 

  1. On the top menu, go to Help.
  2. Select Send Feedback Online, and then Product Suggestion.
  3. Enter your suggestions.
  4. Click Send Feedback.

 

Alternatively, you can consider using a third-party application that can help you with this task. While I can't suggest a specific one, you can check out the available supported apps here: QuickBooks Desktop Apps.

 

For more information on customer-related transactions, refer to this article: Accounts Receivable workflows.

 

In case you want to transfer info to and from QuickBooks, you can refer to this helpful guide: Import and export data in QuickBooks Desktop.

 

I'm just one post away if you have other concerns about exporting in QuickBooks, mikehuntsbear. Feel free to drop a reply below. Keep safe!

mikehuntsbear
Level 1

Is there way to export a sales order or an invoice

Thank you @AnneMariee  for the clear and concise answer. 

 

I do have another question when you have time.  Is there a way to show live inventory quantity in Qb Desktop?  Currently it shows quantity, and quantity on sales orders.  We use qb mostly for inventory and this is a vital need.  Thanks in advance and if i need to create a new post for this I will.

Deity Alpha
Level 6

Is there way to export a sales order or an invoice

@mikehuntsbear 

Do you need to export your SO out to Excel to get the following template?

CustomerTransaction DateRefNumberPO NumberClassTemplate NameTo Be PrintedShip DateBillTo Line1BillTo Line2BillTo Line3BillTo Line4BillTo CityBillTo StateBillTo PostalCodeBillTo CountryShipTo Line1ShipTo Line2ShipTo Line3ShipTo Line4ShipTo CityShipTo StateShipTo PostalCodeShipTo CountryPhoneFaxEmailContact NameFirst NameLast NameRepDue DateShip MethodCustomer MessageMemoCust. Tax CodeItemQuantityDescriptionPriceItem Line ClassService DateFOBCustomer Acct NoTermsSales Tax ItemTo Be E-MailedOtherOther1Other2Unit of MeasureCurrencyExchange RateSales Tax Code
Anne's Bakery01/09/2020100   Y#########Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonCabinets10Cabinets1000    Net 30 Days        Non
Anne's Bakery01/09/2020100   Y#########Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonHardware10Hardware50    Net 30 Days        Non
John's Barber Shope02/09/2020101   Y#########John's Barber Shope1 Main Street  AnytownNY12345USAJohn's Barber Shope1 Main Street  AnytownNY12345USA(999) 888-8888          NonBlueprints1Blueprints500    Net 30 Days        Non
North Street Bank03/09/2020102   Y#########North Street BankOne North Street  AnytownNY12345USANorth Street BankOne North Street  AnytownNY12345USA(888) 999-7777(888) 999-7778         NonCarpeting100Red Carpet10    Net 30 Days        Non

 

ArielI
QuickBooks Team

Is there way to export a sales order or an invoice

I am glad to hear that @mikehuntsbear found my colleague's steps helpful.

 

To begin with, you can check the real-time inventory quantity by viewing the On Hand column. Let me help you by sharing a quick guide on how to run a report. Here's how:

 

  1. Open QuickBooks Desktop.
  2. Click on Reports in the menu at the top of the screen.
  3. Select the Report Center.
  4. Choose Inventory Stock Status by Item.
  5. Click Run.

If you need additional assistance with resolving inventory discrepancies or balancing quantity and value, these articles provide comprehensive details:

 

 

Let us know if you have further questions about the real-time inventory quantity in QBDT. We are always here to help!

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