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1 reply

Fiat Lux - ASIA
Level 14
March 11, 2023

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

https://get.transactionpro.com/qbo

 

Moderator
March 11, 2023

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.

 

    

 

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.