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Thank you for joining our Community, Cgrier121. In QuickBooks Self-Employed (QBSE), it is not currently possible to create detailed invoice reports for export to Excel directly from the platform.
As a workaround, you can export your invoices for a specific date range you need. Before exporting, select the Status of the report to show only the invoices you need for your analysis.
Once you've set the Date range and invoice status, click the Export button under the Create Invoice to download the information as an Excel file. You can then organize your invoices manually in Excel.
For more details on downloading transactions, check out this article: Export transactions and get reports in QuickBooks Self-Employed.
You can check this resource for organizing your transactions: Categorize transactions in QuickBooks Self-Employed.
If you have further questions or need guidance on using QuickBooks, feel free to reach out. We are here to support you.
