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mohammad-alazzou
Level 1

Is it possible to export the invoices including the line items into Excel?

 
4 Comments 4
4Gal
Level 11

Is it possible to export the invoices including the line items into Excel?

You can use the exporter tool

https://get.transactionpro.com/qbo

 

jenop2
QuickBooks Team

Is it possible to export the invoices including the line items into Excel?

Thanks for joining us here in the Community, Mohammad. I appreciate you reaching out about exporting invoices to Excel with line item details.

 

For now, exporting the Invoices to Excel will not include the line details. 

 

As a workaround, you can run the Sales by Customer Detail report. Then, customize this report to only show the desired invoices before exporting it to Excel. This will provide the invoice header information and line item details in Excel for further analysis.

 

Let me show you how: 

 

  1. Go to the Reports menu and look for Sales by Customer Detail in the Search bar.
  2. Select the report to open it. 
  3. Click Filter in the upper-right-hand corner. 
  4. Select Transaction Type under FilterEquals under Operation, then Invoice under Value

 

 

 

Once you have the report, click Export/Print and then select Export to Excel

 

For additional resources, here are a couple of resources about exporting data out of QBO:

 

 

The QuickBooks Community is always available if you need more help or have additional questions, Mohammad. The QuickBooks Support team is also ready to assist to make sure everything is taken care of.

Allseasonsks
Level 1

Is it possible to export the invoices including the line items into Excel?

What if I have information on my invoices that doesn't have a item code?  For example a description of the work done was put under description and then the service lines below.  The report is only pulling those lines with a code.  

Erika_K
QuickBooks Team

Is it possible to export the invoices including the line items into Excel?

I'd be glad to assist you with your concern, Allseason.

 

To proceed, I need to clarify whether you are trying to import invoices or if the Sales by Customer Detail report is not pulling the necessary information.

Additional information will help me narrow down the causes of this problem and provide an accurate resolution.

 

I'll be patiently waiting for your response. Stay safe! 

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