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Replying to:
MirriamM
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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.

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