Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Simplify payday and set payroll to run automatically on QuickBooks.Explore Intuit QuickBooks Workforce
lynn14
Level 1

How do I export invoices with lineitems and QB ID?

 
2 Comments 2
ChristieAnn
QuickBooks Team

How do I export invoices with lineitems and QB ID?

Thank you for visiting again the QuickBooks Community, lynn14. I'll be sharing details to ensure you'll be able to achieve your goal.

 

To start with, there's no option to directly export invoices with line items together with QB ID. This is because the option to create a report that shows your QuickBooks ID is currently unavailable in QuickBooks Online. However, if you're referring to your Company ID, you can locate this one on the Account and settings page.

 

Here's how:

 

  1. Go to Gear icon ⚙ and select Account and settings.
  2. Choose the Billing & Subscription tab.
  3. You'll see the company ID at the top of the Billing & Subscription section.

 

On the other hand, I suggest running and customizing  Sales by Product and services detail report. This way, you'll be able to filter the report to show all invoices with numbers and the Product and Services column that appears all the items associated with the entry.

 

Here's how:

 

  1. Click the Reports menu on the left panel.
  2. Choose Sales by Product and services detail in the search bar.
  3. Click the Customize button.
  4. Choose the Change columns link. Then, checkmark the Num, Product/Services, and Transaction Type boxes.
  5. Go ro the Filter drop-down list. Then, choose Invoice in the Transaction Type.
  6. Make sure you're able to checkmark the Product/Service and Num.
  7. Click Run report.

 

For further details on how to customize reports in QBO to focus and r format the layout so the right data shows up in the right place, you can open this article: Customize reports in QuickBooks Online.

 

Lastly, I'm adding this article to view which reports are available for your version of QuickBooks Online: Reports included in your QuickBooks Online subscription.

 

You're more than welcome to visit this thread again if you have other questions about exporting invoices or reports. Just add the details in the comment section and I'll help you out.

Fiat Lux - ASIA
Level 15

How do I export invoices with lineitems and QB ID?

@lynn14 

Like the following one?

RefNumberCustomerTxnDateDueDateShipDateShipMethodNameTrackingNumSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailBillEmailCcBillEmailBccCurrencyExchangeRateDepositToBePrintedToBeEmailedAllowIPNPaymentAllowOnlineCreditCardPaymentAllowOnlineACHPaymentShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y HandheldsPortable Game Player1100  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y Software1 Year Warranty125  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y Extended Warranty1 Year Extended Warranty15  TAX
103Lisa Smith01/10/2020    Net 30  19 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256  We appreciate your business!     0NYNNY        Gift Certificate$50 Gift Certificate150  NON
Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us