Giovann_G
Moderator
Moderator
‎July 05, 2022 06:27 AM

Other Questions

Hello, Eugene.

 

I understand how important it is for you to export invoices made out to your customers. I'll go over how to export data from QuickBooks Desktop to CSV files in more detail.

 

There isn't a way to export invoices from QuickBooks Desktop to a CSV file. Instead, you can run the Sales by Customer Details report and then customize it to show only invoices made out to your customers. I'll show you how.

 

  1. Click the Reports menu.
  2. Go to Sales.
  3. Select Sales by Customer Detail.
  4. Ensure you have the correct reporting period.
  5. Click Customize Report, then go to the Filters tab.
  6. Under FILTER, select Transaction Type.
  7. Under Transaction Type, choose Invoice.
  8. Click OK.
  9. Hit the Excel dropdown, then select Create New Worksheet to export it to Excel.

 

Before importing them, make sure everything looks good in your CSV file. You can download this sample spreadsheet to ensure that your spreadsheet column headings correspond to QuickBooks fields. Check out this article for more details: Import multiple invoices at once.

 

Please let me know if you have further questions about the export and import processes. I'll be around to help you.

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