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jwvanoort-prospe
Level 1

Can I extract data detail from QB, for example the detail of invoices (customer, product, amount, invoice date) for a range of dates?

 
Solved
Best answer May 02, 2022

Best Answers
Tori B
QuickBooks Team

Can I extract data detail from QB, for example the detail of invoices (customer, product, amount, invoice date) for a range of dates?

Good evening, @jwvanoort-prospe.

 

Thanks for taking the time to reach out to the QuickBooks Community for support. I hope your day is going great.

 

The best way to extract data from QuickBooks Online, like invoices, would be to export a report to excel that contains the information you need. For example, you can use our Sales by Customer Detail Report, and customize the report as you see fit. Then export it to collect the data. 

 

Here how:

 

  1. Go to the Reports menu and select Sales by Customer Detail report.
  2. Click Customize and select the Rows/Columns drop-down, then choose Change columns.
  3. Check the box for Customer and Product/Service, along with any additional details you need included.
  4. Select Run report.

 

To export:

 

  1. At the top of the report, click on the paper icon with an arrow on it. 
  2. Choose Export to Excel.

 

For additional information about this process, check out Export reports from QuickBooks Online.

 

That's all there is to it. Please let me know if you any questions or concerns. Take care!

View solution in original post

2 Comments 2
Tori B
QuickBooks Team

Can I extract data detail from QB, for example the detail of invoices (customer, product, amount, invoice date) for a range of dates?

Good evening, @jwvanoort-prospe.

 

Thanks for taking the time to reach out to the QuickBooks Community for support. I hope your day is going great.

 

The best way to extract data from QuickBooks Online, like invoices, would be to export a report to excel that contains the information you need. For example, you can use our Sales by Customer Detail Report, and customize the report as you see fit. Then export it to collect the data. 

 

Here how:

 

  1. Go to the Reports menu and select Sales by Customer Detail report.
  2. Click Customize and select the Rows/Columns drop-down, then choose Change columns.
  3. Check the box for Customer and Product/Service, along with any additional details you need included.
  4. Select Run report.

 

To export:

 

  1. At the top of the report, click on the paper icon with an arrow on it. 
  2. Choose Export to Excel.

 

For additional information about this process, check out Export reports from QuickBooks Online.

 

That's all there is to it. Please let me know if you any questions or concerns. Take care!

Fiat Lux - ASIA
Level 15

Can I extract data detail from QB, for example the detail of invoices (customer, product, amount, invoice date) for a range of dates?

@jwvanoort-prospe 

Another option, utilize the exporter tool

https://transactionpro.grsm.io/qbo

 

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