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Can i export invoice to excel

 
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Can i export invoice to excel

Hello there, accounts391.

 

Yes, you can! The steps below below will guide you through the process of exporting the invoices in your QuickBooks Online account.

 

  1. Go to Sales on the left panel.
  2. Within the All tab, click the Filter drop-down arrow.
  3. Set the correct date you want to export. Then, select Invoices as a type of transactions.
  4. Click Apply. Once done, export it to Excel by clicking the icon.

 

Another way is to run the Invoice list report in QBO. Here's how:

 

  1. Go to Reports on the left panel.
  2. Enter Invoice lists in the search field.
  3. Change the correct report period. Click the Customize button if you want to include or exclude other details on the report before exporting it.
  4. Click the downward arrow and select Export to Excel.

 

You can use the articles below as your guide when modifying reports and save what you've recently customized:

 

 

Let me know if you have other questions. Take care always!