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ncproair
Level 1

Can you export invoices into excel or pdf format?

 
1 Comment 1
Catherine_B
QuickBooks Team

Can you export invoices into excel or pdf format?

Yes, you can definitely export your list of invoices into Excel or PDF, ncproair.

 

You can run the Invoice List report and group them according to your preference. From there, you can export the report to Excel or PDF. Let me show you how:

 

  1. Log in to your QuickBooks Online account.
  2. Go to Reports.
  3. From the search field enter and select Invoice List.
  4. You can click the Customize button to further add columns or filter to get the data you need.
  5. Click Run report.
  6. Once done, click the export drop-down at the upper-right of the report and select how you'll want to export and save it. 

For more details on how to customize customer reports and transactions, you can check out these resources: 

The Community is always ready to help you with your questions. You can post them here if you need more help. Take care!

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