CAN I EXPORT AN INVOICE TO EXCEL?

You'll be glad to know that you can export an invoice to Excel, tara17.

You can pull up a report that lists down your invoices. Then, export the data from there.

Let me show you how:

  1. Go to the Reports tab.
  2. Enter the Invoice list in the search box, then enter.
  3. Customized the Report period and hit Run report .
  4. In the reports page, click the Export button then select Export to Excel .

For more information about importing or exporting data, you can check out these articles:

Please know that I'm always here if you need something else. Simply leave a comment below and I'm glad to answer any additional questions. Have a great day!

‎March 06, 2021 06:50 PM

CAN I EXPORT AN INVOICE TO EXCEL?

‎July 07, 2021 12:23 PM

CAN I EXPORT AN INVOICE TO EXCEL?

this does not actually explain how to export an invoice. this exports a report.

Is there a way to export an actual invoice?

QuickBooks Team ‎July 07, 2021 01:19 PM

CAN I EXPORT AN INVOICE TO EXCEL?

Thanks for joining us here. Allow me to help you in exporting an invoice.

You're right, the steps shared by my colleague show you how to export the list of invoices in a form of a report. Although you can print or download an invoice in a PDF file, QuickBooks Online doesn't have an option to export an actual invoice into an Excel file.

Please consider the workaround suggested by one of our Community users, to use a third-party exporter tool. QuickBooks Online supports multiple applications. You can find them by clicking the Apps menu.

As mentioned, QuickBooks Online allows you to export reports as well as lists. You can find additional details here: Export reports, lists, and other data from QuickBooks Online.

Do you need to customize your sales forms? We made an article that outlines the steps: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Keep on posting here if you have other concerns in handling your data. I'll be here!

‎July 07, 2021 07:11 PM

CAN I EXPORT AN INVOICE TO EXCEL?

You can utilize an exporter tool as I mentioned earlier.

and you may get the Invoice data with the following template

RefNumber Customer TxnDate DueDate ShipDate ShipMethodName TrackingNum SalesTerm Location Class BillAddrLine1 BillAddrLine2 BillAddrLine3 BillAddrLine4 BillAddrCity BillAddrState BillAddrPostalCode BillAddrCountry ShipAddrLine1 ShipAddrLine2 ShipAddrLine3 ShipAddrLine4 ShipAddrCity ShipAddrState ShipAddrPostalCode ShipAddrCountry PrivateNote Msg BillEmail BillEmailCc BillEmailBcc Currency ExchangeRate Deposit ToBePrinted ToBeEmailed AllowIPNPayment AllowOnlineCreditCardPayment AllowOnlineACHPayment ShipAmt ShipItem DiscountAmt DiscountRate TaxRate TaxAmt DiscountTaxable LineServiceDate LineItem LineDesc LineQty LineUnitPrice LineAmount LineClass LineTaxable 101 Janice Johnson 01/10/2020 01/12/2020 Ground Net 30 110 Main Street Suite 2000 Dallas TX 99875 110 Main Street Suite 2000 Dallas TX 99875 Special Handling Thank you for your order! 0 N Y N N Y 12 Shipping 0.02 Y MP3 Player Blue MP3 Player 2 55 TAX 101 Janice Johnson 01/10/2020 01/12/2020 Ground Net 30 110 Main Street Suite 2000 Dallas TX 99875 110 Main Street Suite 2000 Dallas TX 99875 Special Handling Thank you for your order! 0 N Y N N Y 12 Shipping 0.02 Y Leather Case Leather Case 2 10 TAX 101 Janice Johnson 01/10/2020 01/12/2020 Ground Net 30 110 Main Street Suite 2000 Dallas TX 99875 110 Main Street Suite 2000 Dallas TX 99875 Special Handling Thank you for your order! 0 N Y N N Y 12 Shipping 0.02 Y Gift Cards Gift Cards 2 5 TAX 102 Leonard Walker Inc 01/10/2020 Net 30 9 Winding Road Winchester NY 12345 9 Winding Road Winchester NY 12345 Thank you for your order! 0 Y N N N Y Y Handhelds Portable Game Player 1 100 TAX 102 Leonard Walker Inc 01/10/2020 Net 30 9 Winding Road Winchester NY 12345 9 Winding Road Winchester NY 12345 Thank you for your order! 0 Y N N N Y Y Software 1 Year Warranty 1 25 TAX 102 Leonard Walker Inc 01/10/2020 Net 30 9 Winding Road Winchester NY 12345 9 Winding Road Winchester NY 12345 Thank you for your order! 0 Y N N N Y Y Extended Warranty 1 Year Extended Warranty 1 5 ‎September 17, 2021 06:54 AM

CAN I EXPORT AN INVOICE TO EXCEL?

Hello, I need to export list of all customers overdue invoices in excel. However i could not see export option anywhere on that screen. Could you please help me with that?

Thank you in advance.

‎September 17, 2021 09:13 AM

CAN I EXPORT AN INVOICE TO EXCEL?

It's nice to see you in this thread, klibvt.

I'll be happy to guide you in exporting the data you need.

In QuickBooks Online (QBO), we have the Open Invoices report that you can run. It shows unpaid invoices and statement charges with totals for each customer.

To pull up and export the report, here's what you'll need to do:

  1. In the left menu, click Reports .
  2. Select the Standard tab, and go to the Who owes you section.
  3. Locate and click Open Invoices .
  4. Click the Customize button.
  5. Set the Report period .
  6. In the Filter section, select Unpaid in the A/R Paid dropdown menu.
  7. Click Run report .
  8. On the Open Invoices Report page, click the Export icon between the Printer and Gear icon.
  9. Select Export to Excel or Export to PDF .

To know more about the reports you can run, see this article: Run reports in QuickBooks Online. It contains details on the report features and specific reports to get the info you need.

For additional reference, you can check this article about how you can customize a report in QBO.

That's it! You'll get the info you need, klibvt. Let us know if you have further questions. We're here to help. Take care.

‎February 05, 2022 01:55 PM

CAN I EXPORT AN INVOICE TO EXCEL?

Hi Alex V. Thanks for being so candid and admitting the following: "Although you can print or download an invoice in a PDF file, QuickBooks Online doesn't have an option to export an actual invoice into an Excel file". So, I have an invoice with 367 line items and I need to verify each line item to locate the discrepancy. That's an easy task if just Copy & Paste the rows (line items) into a spreadsheet. What possibly logic went through the minds of your programmers to deliberately PREVENT "export to CSV" and PREVENT "Copy & Paste"?

‎February 05, 2022 02:59 PM

CAN I EXPORT AN INVOICE TO EXCEL?

I hear your sentiments, fhgfj.

I can see how important it is to export the invoice itself. That said, I'll take note of this suggestion and share it with our Developers.

In the meantime, you can download or print an invoice in a PDF file. You can follow the steps shared by my colleague above.

You can also visit our Feedback Site to know what's new in QuickBooks: Customer Feedback.

I'll be around whenever help is needed. Stay safe!

‎February 08, 2022 10:37 AM

CAN I EXPORT AN INVOICE TO EXCEL?

After a lot of searching, I discovered a work around to this iss:

In Quickbooks, go to the form you want to convert/export

Under MAIN tab, across the top, click on SAVE and SAVE AS A PDF

Open the newly created PDF

On the right hand side of the screen, using Adobe Acrobat click on EXPORT PDF. Adobe Acrobat is a subscription based software service. It's $1.99 per month to convert PDF's to Excel

Click on CONVERT

After it’s been converted, open it and rename it, as needed

Now it's in Excel and ready to be edited :)

To create a Google Sheet that you can share with others from the Excel form:

Open and name a new sheet

Go into the Excel sheet and copy all info you want to transfer

Paste into newly created google sheet

‎February 17, 2022 05:52 AM

CAN I EXPORT AN INVOICE TO EXCEL?

I would like to export all invoice with ITEM description. At least the first line.

But characters are limited to a length of 99 in the cell.

How can I get all char from ITEM in CSV or Excel format?

‎February 17, 2022 06:43 AM

CAN I EXPORT AN INVOICE TO EXCEL?

Have you explored the exporter tool as I mentioned in the earlier post?

‎February 17, 2022 07:26 AM

CAN I EXPORT AN INVOICE TO EXCEL?

No, since we do not use the online version but the Window stand-alone.

Are those applications available for download?

‎February 17, 2022 04:14 PM

CAN I EXPORT AN INVOICE TO EXCEL?

@Fiat Lux - ASIA
I have found the exporter tool (Transaction Pro Exporter) but the Invoice export doesn't allow ITEMs at all.
Any other solution?

‎February 17, 2022 05:45 PM

CAN I EXPORT AN INVOICE TO EXCEL?

Are you using QB Desktop?

‎February 17, 2022 06:14 PM

CAN I EXPORT AN INVOICE TO EXCEL?

‎January 08, 2023 03:52 PM

CAN I EXPORT AN INVOICE TO EXCEL?

That is just how the liberal brain thinks, no logic.

‎February 09, 2023 07:47 AM

CAN I EXPORT AN INVOICE TO EXCEL?

I found a workaround in QBO itself. I'll try my best to lay this out in a way that make sense:

1. run the report called "Sales by Product/Service Detail"

2. click on "customize report", then add and specify the following filters:

a. check "customer", then select the customer for the invoice you're trying to export to excel.

b. check "transaction type", then set it to "invoice".

c. check "num", then type in the name of your invoice.

3. click on "run report".

4. the report should then show you all of the individual items and their quantities on that invoice, and on that report there is an export button at the top, where you can export it to Excel. I would imagine there's a way to run a similar report for bills and purchases, but I haven't gotten that far yet. Maybe someone else can try to follow my same thought process and figure something out there.

This is the closest thing I've found to being able to export an invoice. Once exported, you can delete the columns you don't need shown, and this should give you at least a good head start for what you're trying to do. I had the same question as OP, and after seeing Intuit's response saying there was no way to export an invoice, I did some playing around and happened to discover this solution. Hopefully this helps everyone.