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May 19, 2020
Solved

I need to export an invoice in xml or csv format to some clients how can i do this

  • May 19, 2020
  • 3 replies
  • 23 views
No text available
Best answer by Ashleigh1

Hello Imnioi, 

 

Welcome to the Community page, 

 

If you click on sales>all sales>click on the filter so it is just invoices showing and the date range and customer you need then, on the right-hand side is an icon that is a rectangle with an arrow going out that is the export button if you click that it will export out of QuickBooks whatever invoices are showing in the all sales section. 

 

You can not export the invoice within the invoices the only way is though all sales. 

3 replies

Fiat Lux - ASIA
Level 14
May 19, 2020

Utilize TP Exporter

https:// transactionpro.grsm.io/qbo

 

Ashleigh1Answer
Level 14
May 19, 2020

Hello Imnioi, 

 

Welcome to the Community page, 

 

If you click on sales>all sales>click on the filter so it is just invoices showing and the date range and customer you need then, on the right-hand side is an icon that is a rectangle with an arrow going out that is the export button if you click that it will export out of QuickBooks whatever invoices are showing in the all sales section. 

 

You can not export the invoice within the invoices the only way is though all sales. 

February 24, 2025

If you need to do this regularly, consider using Skyvia (https://skyvia.com/data-integration/quickbooks-csv-file-import-and-export). It's a no-code platform that can automate the import of sales transactions into QuickBooks using CSV files.

June 23, 2025

I tried this and got both QuickBooks and xero to connect to one another in Skyvia but couldn't get step 3 in the task editor, the mapping definition, to work. I definitely have some settings wrong, every time I tried to run it, it failed. If you could share your settings for the mapping definition I'd be eternally grateful!

SIAB
Level 2
June 23, 2025