Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
July 7, 2025
Question

Hello. Can I export QBO invoice data such as product, quantity, unit price, etc. to excel? If so, please please advise. Thank you.

  • July 7, 2025
  • 2 replies
  • 10 views
No text available

2 replies

JenoP
QuickBooks Team
July 8, 2025

There's a way that would let you export invoice data to Excel, alegnainc172017.

 

While a native function to export invoices with line item details is unavailable, you can run and customize the Sales by Customer Detail report to get the information you need.

 

Here's how:

 

  1. Go to the Reports menu and type in Sales by Customer Detail in the Search bar.
  2. Select a date in the Report period section.
  3. Click Column if you want to add more columns, such as Item description and Cost amount.
  4. Click Filter and use the following filters: Transaction Type, Equals, and Invoice.
  5. You can also click Group by if you want to change the grouping by Customers, Transaction type, or Product/Service.

 

 

After getting the data you need, click the Export button in the upper-right-hand corner and choose Export to Excel.

 

Feel free to ask follow-up questions or post new inquiries if you need anything else.

SIAB
Level 2
July 8, 2025