How to Export Invoices from QuickBooks?

by James Antonio

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

  1. Go to the Customers option in the menu bar
  2. Choose Customer Centre
  3. Click on the Transactions tab
  4. Select Invoices
  5. Choose Run Reports

Step 2: Get Transaction List by Customer

  1. On the menu bar, select Reports
  2. Hover mouse to Customers and Receivables
  3. Click on Transaction List by Customer

Step 3: Get Exporting Lists in QuickBooks Online

  1. Go to the list or report that you want to export
  2. Choose More
  3. Select Transactional Journal
  4. Click on Export to Excel
  5. The data is downloaded in the form of spreadsheets

Step 4: Filtering Invoices in QuickBooks Online

  1. Go to Sales tab
  2. Click on All Sales
  3. Select Filter menu
  4. Under Date option, choose This year or This year-to-date option
  5. Click Transaction Type
  6. Choose the Invoice option
  7. Click Apply

Step 5: Exporting from QuickBooks

  1. Click on Reports tab
  2. Type in the Invoice list in the search text box
  3. Press Enter
  4. Customize the Report period
  5. Click on Run Report
  6. Now, choose Export button
  7. 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.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

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

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

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

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.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

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