How to Export Invoices from QuickBooks?

QuickBooks has become one of the most sought-after software solutions among businesses as it offers numerous features and benefits to […]

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QuickBooks has become one of the most sought-after software solutions among businesses as it offers numerous features and benefits to users when it comes to managing bookkeeping and accounting services. Learn how to export invoices from QuickBooks with Dancing Numbers Exporters.

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Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

Reasons to Invoice in QuickBooks

Small business owners can benefit from using QuickBooks invoices for the following reasons:

  • It is Simple to Track Invoices. You will be able to keep track of unpaid invoices and record your current accounts receivable balance because QuickBooks generates invoices automatically and integrates them into your recordkeeping. Unless you promptly tell QuickBooks to do so, your invoices will not be deleted.
  • It works well. You will probably receive payment more quickly than if you mail an invoice thanks to instant email delivery and quicker payment choices provided by integrated credit card and debit card capability.
  • Online billing is more Affordable. When you handle billing and payment primarily online, there is less paperwork, manual data entry, and room for error.

Storing Your Invoices in QuickBooks

Customer, it also serves as a sales receipt that shows the date of purchase, payer and payee information, product identifiers, the total cost of the goods or services, and the due date. You should keep both the invoices you create and the ones you get as a business owner. Since receipts must be kept for at least three years for tax purposes, this ensures the best recordkeeping.

To keep your accounts receivable up to date, you must store the invoices you send to clients and consumers. Once you send an invoice to a client or customer, an account receivable is created, which represents the money the customer owes you. Tracking and forecasting your cash surpluses and deficits throughout the accounting period is made easier by managing the flow of cash, particularly the inflow of cash received through accounts receivables.

You can keep track of current unpaid invoices (typically within a 30-day payment window), unpaid invoices that are past due (generally 30 to 90 days past due), and even unpaid invoices that are probably not going to be collected (typically over 90 days past due) by storing the invoices.

Why do You need to Export Invoices from QuickBooks?

QuickBooks definitely keeps the data in an organized manner, but there are times when you might want to export the data from there to Excel sheets. Most people want to keep the invoices in the spreadsheets as they are readily available for reference to businesses. In fact, the excel sheets contain additional information too that might not be accessible in the QuickBooks.

It is quite difficult to transfer invoices between two accounts simultaneously in QuickBooks. Finally, you are left with only two options of either entering data manually to QuickBooks Online or exporting the same to Excel.

Exporting Invoices from QuickBooks

Even though you can store all of your created invoices in QuickBooks, sometimes when sorting and sharing invoices are improved by exporting invoices into software like Microsoft Excel. Other features are now not available or built-in QuickBooks that can be used with spreadsheet programs like Microsoft Excel.

For the following reasons, business owners and accountants export invoices from QuickBooks to another program, such as Microsoft Excel:

  • To include particular company information, the invoices can be modified and formatted.
  • The invoices must be accessible to several individuals who do not have access to the QuickBooks system.
  • These bills are simple to save, print, or email to customers and clients.
  • Excel’s sorting and organizing functions can be used to maintain bookkeeping records, and adding unpaid invoices gives you the latest information on your receivables.
  • PivotTables and VLOOKUP, two more complex Excel tools, let you arrange data for easy access and analytical use.

How to Export Invoices from QuickBooks Online

It doesn’t take much time to export invoices from QuickBooks Online to Excel. To organize information by customer, product ID, transaction amount, or any other data reported on an invoice, you may want to export invoices into Excel. If your business generates a lot of invoices each month, quarter, or year, learning how to use PivotTables and VLOOKUP in Excel maintains your data efficiently.

The instructions for exporting invoices from QuickBooks Online to Microsoft Excel are provided here. After you export an invoice, QuickBooks Online will continue to store it along with the data it contains.

  • You have to Click Reports, Which is Under the List of Functions.
Export Invoices from QuickBooks Online
  • Then in the Text Box, You have to Begin to Key in the Invoice list and then You have to Click Enter.
Export Invoices from QuickBooks Online

As you can look in the below image QuickBooks Online will automatically populate the Invoice list as you are typing.

Here you can see a list of all your invoices that you reported through a particular range of dates.

  • Now you have to Hit Customize if you want to Change Reports. For Example- Range of Dates, or Filter the Reporting.
Export Invoices from QuickBooks Online
  • You have to Hit the Export Function Dropdown once you have Customized the Report and then you have to click on Export to Excel.

How to Export Invoices from QuickBooks Pro

Just like with QuickBooks Online, exporting invoices from QuickBooks Pro is straightforward. To export saved invoices into Microsoft Excel, follow these steps:

  • Click Reports on the QuickBooks Desktop menu.
  • In the text box, you have to type Invoice list and hit Enter.
  • Filter the dates under the Report period, then you have to choose Run Report.
  • Click Export to Excel after selecting the Export button.

You ought to be able to view your invoices in Excel after completing these four steps. From there, Excel’s basic features include the ability to arrange bills by amounts, vendors, product IDs, and dates. PivotTables and the VLOOKUP capability are two examples of advanced Excel functionality.

Export Invoices from QuickBooks Using Dancing Numbers Exporter

Follow the mention steps when Exporting invoices from QuickBooks:

Step 1: Get the Invoice List

  • Go to the Customers option in the menu bar
  • Choose Customer Centre
  • Click on the Transactions tab
  • Select Invoices
  • Choose Run Reports

Step 2: Get Transaction List by Customer

  • On the menu bar, select Reports
  • Hover mouse to Customers and Receivables
  • Click on Transaction List by Customer

Step 3: Get Exporting Lists in QuickBooks Online

  • Go to the list or report that you want to export
  • Choose More
  • Select Transactional Journal
  • Click on Export to Excel
  • The data is downloaded in the form of spreadsheets

Step 4: Filtering Invoices in QuickBooks Online

  • Go to Sales tab.
  • Click on All Sales.
  • Select Filter menu.
  • Under Date option, choose This year or This year-to-date option.
  • Click Transaction Type.
  • Choose the Invoice option.
  • Click Apply.

Step 5: Exporting from QuickBooks

  • Click on Reports tab.
  • Type in the Invoice list in the search text box.
  • Press Enter.
  • Customize the Report period.
  • Click on Run Report.
  • Now, choose Export button.
  • Click on Export to Excel.

Export Invoices from Online Store to Excel

  • Click on the Reports tab.
  • Select the Invoice list from the search box, and then click Enter.
  • Select the Date period and click Run report.
  • Select Export to Excel from the reports page’s Export button.

We hope the above information will help you to export invoices from QuickBooks Desktop pro and QuickBooks Online. If you are not able to doing these step then you connect with Dancing Numbers team via LIVE CHAT.

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+1-800-596-0806 or chat with experts.


Video Tutorial: Exporting Invoices From QuickBooks


Frequently Asked Questions

Is Transferring Invoices Between two Accounts Possible?

It is quite difficult to transfer invoices between two accounts simultaneously in QuickBooks. Hence, you can either enter data manually to QuickBooks Online or export the same to Excel or use a third-party element to achieve your objective.

Why Exporting Invoices from QuickBooks to Spreadsheets is Preferred?

This is because spreadsheet data is a ready reference to businesses, which also includes some additional information that may not be found in QuickBooks.

Can I Export all Invoices from QuickBooks?

Exporting invoices from QuickBooks Online can be done manually.

What Format does QuickBooks Export?

The file you export and send to your accountant is a .qbx file QuickBooks creates when you make a backup of your company file.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

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Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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