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.
Storing Invoices in QuickBooks
When your business expands, you need to have a proper platform to store information, especially the financial transactions that need to be recorded accurately. With QuickBooks’ easy-to-use features, businesses opt for it as the only option to store invoices and make sure the payments generated are accurate and free of error.
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.
Export Invoices from QuickBooks Using Dancing Numbers
Steps to Export Invoices From QuickBooks
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
Is Transferring Invoices Between two Accounts Possible?
It is quite difficult to transfer invoices between two accounts simultaneously in QB. 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.