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How do i export invoices into Excel in QBO ? ..The prompts i have used for years are gone...

Forum|Forum|3 years ago
November 17, 2022
2 replies
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QuickBooks Online

Best answer by Morgan_B

Good morning, rickybrake.

Thanks for taking the time to reach out for support here in the Community. I'm here to provide some info about exporting invoices to Excel in QuickBooks Online.

This can be done in a few quick steps. Here's how:

1. Hover over the Sales tab in the left navigation menu, and click All Sales.

2. Change the type to Invoices, and enter any specific dates and customer(s) if necessary.

3. Then choose the icon with an arrow pointing up, above the action column to export the list to Excel.

You can also export the Invoice List report by:

1. Going to the Reports tab.

2. Enter the Invoice list in the search field and select it.

3. Make any necessary customizations and choose Run report.

4. On the report page, click the Export button, then select Export to Excel.

That will do it! The following article provides additional info about exporting reports, lists, and other data from QuickBooks Online. Please feel free to leave a comment below if you have any other questions.

Morgan_B

Answer

QuickBooks Team

Good morning, rickybrake.

Thanks for taking the time to reach out for support here in the Community. I'm here to provide some info about exporting invoices to Excel in QuickBooks Online.

This can be done in a few quick steps. Here's how:

1. Hover over the Sales tab in the left navigation menu, and click All Sales.

2. Change the type to Invoices, and enter any specific dates and customer(s) if necessary.

3. Then choose the icon with an arrow pointing up, above the action column to export the list to Excel.

You can also export the Invoice List report by:

1. Going to the Reports tab.

2. Enter the Invoice list in the search field and select it.

3. Make any necessary customizations and choose Run report.

4. On the report page, click the Export button, then select Export to Excel.

That will do it! The following article provides additional info about exporting reports, lists, and other data from QuickBooks Online. Please feel free to leave a comment below if you have any other questions.

R

rickybrakeAuthor

Thanks so much for this excellent reply — I had followed the process exactly as you say , for years , then the up arrow options disappeared , replaced by an import option - After some sweating , and a phone call to intuit , thankfully , I realized I needed to go back to the accountant view .. And , all is good again .. Thanks !

G

GebelAlainaM

QuickBooks Team

Thank you for sharing an update about your concern, tricky.

We're glad to know that my colleague was able to help you resolve your QuickBooks concern. I'd also like to thank you for your patience in performing the recommendation process that has been provided. Please know that if you need help performing specific tasks in QuickBooks we'll always be here to assist you again. Rest assured that assisting and providing the right resolution for our valued customers is our top priority.

I hope you have a great day ahead and take care!

R

Robin_K

QBO keeps reshuffling menus, but the invoice export is still there under Reports. Try the Invoices and Received Payments report and export that to Excel. If you need the raw invoice data and don’t want to rely on UI changes, I’ve seen teams pull it through an external connector like Skyvia or Airbyte so the data lands in a sheet on a schedule instead of hunting for the export button every time. You can find more information about this connection here.

Robin Kon

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