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eric-koepele-com
Level 1

How to export a list of invoices for a specific date range showing invoice date, customer, quantity delivered?

 
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Best answer December 10, 2023

Best Answers
Jelayca V
QuickBooks Team

How to export a list of invoices for a specific date range showing invoice date, customer, quantity delivered?

Welcome to the Community, @Eric. I'm here to help you export your list of invoices from QuickBooks Online (QBO). 

 

To export a list of invoices for a specific date range showing invoice date, customer, and quantity delivered, you can pull up the Sales by Product/Service Detail report in QBO. This report displays your sale transactions by product or service, and you can customize it to include the information you need. Here's how to access and customize the report:

 

  1. Go to Reports menu. 
  2. In the search field, you can enter and click on ales by Product/Service Detail. 
  3. Select the date range from the Report period and correct Accounting method.
  4. In the upper-right corner, click Customize button and start customizing the report by your preference, you can customize the columns, filters, header/footer. 
  5. Choose Run report.

 

Once you have customized the report, you can export it to either Excel or PDF. Here's how:

 

  1. At the top of the report, select the Export icon. Then select Export to Excel.
  2. Save the file somewhere you can easily find, like your Downloads folder or your desktop.

 

You can check out this link for future reference on how to manage your invoices in QBO: Manage invoices

 

Feel free to reach out to us if you have further question about invoices in QBO. The Community is always here to help you with your concerns anytime. Best regards. 

View solution in original post

1 Comment 1
Jelayca V
QuickBooks Team

How to export a list of invoices for a specific date range showing invoice date, customer, quantity delivered?

Welcome to the Community, @Eric. I'm here to help you export your list of invoices from QuickBooks Online (QBO). 

 

To export a list of invoices for a specific date range showing invoice date, customer, and quantity delivered, you can pull up the Sales by Product/Service Detail report in QBO. This report displays your sale transactions by product or service, and you can customize it to include the information you need. Here's how to access and customize the report:

 

  1. Go to Reports menu. 
  2. In the search field, you can enter and click on ales by Product/Service Detail. 
  3. Select the date range from the Report period and correct Accounting method.
  4. In the upper-right corner, click Customize button and start customizing the report by your preference, you can customize the columns, filters, header/footer. 
  5. Choose Run report.

 

Once you have customized the report, you can export it to either Excel or PDF. Here's how:

 

  1. At the top of the report, select the Export icon. Then select Export to Excel.
  2. Save the file somewhere you can easily find, like your Downloads folder or your desktop.

 

You can check out this link for future reference on how to manage your invoices in QBO: Manage invoices

 

Feel free to reach out to us if you have further question about invoices in QBO. The Community is always here to help you with your concerns anytime. Best regards. 

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