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Level 1

How to export multiple invoices in excel sheet

1 Comment
QuickBooks Team

How to export multiple invoices in excel sheet

Welcome to QuickBooks Community, @travoinspire.


You're able to run transactions or sales reports in QuickBooks Online (QBO) and customise them to focus on the details that matter the most. With this, you can pull up the Invoice List report, then select the Export to Excel option to transfer the data to an Excel sheet. Let me guide you how.

  1. Go to the Reports menu.
  2. Type Invoice in the search box, then select Invoice List.
  3. Click the Customise button to filter the information you need (i.e. Report period, customer name, or columns).
  4. Select Run report.
  5. Click the Export icon, then select the Export to Excel option.


I've attached a screenshot below that shows the last three steps.


After that, you can memorise the said report to save its current customisation settings. For the step-by-step guide, kindly refer to this article: Memorise reports in QuickBooks Online. It also includes details about setting a schedule and emailing information for a memorised report or group.


I'm also adding this article to effectively guide you in monitoring your invoices and other sales transactions in QBO: Manage Customers and Income. It contains topics like discount by line item on invoices, adding HSN and SAC codes, and running reports.


Please know that you're always welcome to comment below if you have other concerns or follow up inquiries about managing your invoices and other sales transactions in QBO. I'm just around to help. Take care always.