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poonamcomputers0
Level 1
posted
‎March 10, 2023 11:08 PM
last updated ‎March 10, 2023 11:08 PM

ALL DATA EXPORTS

INVOICES
CSUTOMER DATA
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2 Comments 2
Fiat Lux - ASIA
Level 15
‎March 11, 2023 12:09 AM

ALL DATA EXPORTS

You can purchase a 3rd party conversion service or use an exporter tool.

https://get.transactionpro.com/qbo

 

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AileneA
QuickBooks Team
QuickBooks Team
‎March 11, 2023 01:10 AM

ALL DATA EXPORTS

Hello, poonamcomputers. 

 

We can run customer data and invoice reports and export them using Excel or CVS. Or use a 3rd party app as Fiat Lux - ASIA suggested. 

 

To export a report, I'll show you how to do it: 

 

For Invoices: 

 

  1. Go to the Reports.
  2. Enter the Invoice List in the search bar.
  3. Modify the Dates.
  4. On the upper right corner click the Export drop-down and select Excel or CVS.

 

 

 

 

For Customer Data, Here's how: 

 

 

  1. Go to the Reports.
  2. Enter the Customer Contact List report in the search bar.
  3. Customise the Columns and Filter you want to show in the report.
  4. Click Run report. 
  5. Tap the Export icon. Select Excel or PDF.

 

  rep.PNG  

 

On the other hand, I'm adding these materials for more tips about exporting data from our system:

 

 

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day and be safe.

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