Quickbooks Enterprise - Export an Invoice in Excel

FVH · ‎February 25, 2023

Question, we have a company that sends us invoices in PDF and we need them in Excel. I asked them what accounting system they use and they said Quickbooks Enterprise. They also said that it is not possible to send the invoices to us in Excel and that the system only allows PDF. I tried to use a PDF editor to save/export the PDf invoice that they sent to us in Excel format but the information is formatted strange requiring manual data organization; cutting and pasting, which is time consuming.

Is there anyway for them to export the invoices on their end via Excel within QB Enterprise? I use QB online so I am not familiar with QB Enterprise. If anyone can assist, it would be greatly appreciated.

Thank you in advance!!!

Adrian_A · ‎February 25, 2023

Hi there, FVH.

As of now, the option to send invoices through an Excel file is unavailable. However, you can look for an application that can export the transaction using the said type of file. You can browse this page to look for an app: Apps for QuickBooks Desktop.

You can also check this reference as your guide in processing payments: Find out when QuickBooks Payments deposits customer payments.

I'll be here if you have additional concerns in creating transaction. Take care always!

Fiat Lux - ASIA · ‎February 25, 2023

@FVH

They need an exporter tool

https://get.transactionpro.com/qbd

Another option, you signup for a separate Melio account for free to integrate with QBO and upload their bills as PDF. You can also pay their bills by ACH for free later.

https://affiliates.meliopayments.com/pricing

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Quickbooks Enterprise - Export an Invoice in Excel

Quickbooks Enterprise - Export an Invoice in Excel

Quickbooks Enterprise - Export an Invoice in Excel

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