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Shampa-Sengupta
Level 1

What is the way to download all sale transactions in this FY in a single sheet?

 
1 Comment 1
JasroV
QuickBooks Team

What is the way to download all sale transactions in this FY in a single sheet?

Welcome to the Community, @Shampa-Sengupta.

 

I’m here to guide you on how to download your transactions into a single sheet.

 

To achieve this, all we need to do is to export your sales transactions in this Financial Year (FY) to Excel. From there, we can save it as a single sheet.  Let me show you how to do it in QuickBooks Online (QBO).

 

  1. Go to the Reports menu.
  2. Type and enter Transaction List by Date report.
  3. Select Customise from the top right of the report.
  4. From the Report period under the General drop-down menu, select This Financial Year.
  5. In the Filter drop-down menu, select Transaction Type and choose Invoice from the drop-down.
  6. Select Run report.1.JPG
  7. Then click Export to Excel in the report page from the Export icon.4.JPG

Once done, we now have your sales transaction from the year 2020 into a single sheet.

 

For additional details in personalising your reports and exporting it to excel, you can check out these articles for reference:

Let me also add this link that you can use for future reference. This resource can walk you through the steps on how you to save your personalise reports and access them anytime you need it: Memorise reports in QuickBooks Online.

 

In case you have other questions or concerns about managing your transactions or reports in QBI, you can always tag me in your reply. It’s always my pleasure to keep you on the right track. Have a great day ahead!