Good morning, rickybrake.
Thanks for taking the time to reach out for support here in the Community. I'm here to provide some info about exporting invoices to Excel in QuickBooks Online.
This can be done in a few quick steps. Here's how:
1. Hover over the Sales tab in the left navigation menu, and click All Sales .
2. Change the type to Invoices , and enter any specific dates and customer(s) if necessary.
3. Then choose the icon with an arrow pointing up, above the action column to export the list to Excel.
You can also export the Invoice List report by:
1. Going to the Reports tab.
2. Enter the Invoice list in the search field and select it.
3. Make any necessary customizations and choose Run report .
4. On the report page, click the Export button, then select Export to Excel .
That will do it! The following article provides additional info about exporting reports, lists, and other data from QuickBooks Online. Please feel free to leave a comment below if you have any other questions.
12 Comments 12 Content Leader November 17, 2022 07:00 AMGood morning, rickybrake.
Thanks for taking the time to reach out for support here in the Community. I'm here to provide some info about exporting invoices to Excel in QuickBooks Online.
This can be done in a few quick steps. Here's how:
1. Hover over the Sales tab in the left navigation menu, and click All Sales .
2. Change the type to Invoices , and enter any specific dates and customer(s) if necessary.
3. Then choose the icon with an arrow pointing up, above the action column to export the list to Excel.
You can also export the Invoice List report by:
1. Going to the Reports tab.
2. Enter the Invoice list in the search field and select it.
3. Make any necessary customizations and choose Run report .
4. On the report page, click the Export button, then select Export to Excel .
That will do it! The following article provides additional info about exporting reports, lists, and other data from QuickBooks Online. Please feel free to leave a comment below if you have any other questions.
November 19, 2022 02:12 AMThanks so much for this excellent reply — I had followed the process exactly as you say , for years , then the up arrow options disappeared , replaced by an import option - After some sweating , and a phone call to intuit , thankfully , I realized I needed to go back to the accountant view .. And , all is good again .. Thanks !
QuickBooks Team November 19, 2022 02:46 AMThank you for sharing an update about your concern, tricky.
We're glad to know that my colleague was able to help you resolve your QuickBooks concern. I'd also like to thank you for your patience in performing the recommendation process that has been provided. Please know that if you need help performing specific tasks in QuickBooks we'll always be here to assist you again. Rest assured that assisting and providing the right resolution for our valued customers is our top priority.
I hope you have a great day ahead and take care!
May 11, 2023 11:28 PMDear Morgan. I have read your reply and found that you may help me with the following challenge:
I have a new account in Qb and just finished the SALES part key in.
And before keying in the COST part, I found that my home currency in USD, but it must be SGD.
So all my costs are in SGD, but sales are in USD.
To key in - correctly, I must change my HOME CURRENCY to SGD, but to do that, I must RESET my account without wasting all my invoices.
I chatted with support, and they told me that I must export invoices, reset my account > and import invoices back, but I am afraid of losing data, and I need professional help.
My home currency USD
My sales are in USD, and my cost in SGD
My home currency in SGD
My sales are still in USD, and my cost in SGD
May 12, 2023 12:17 AMIs your company located in Singapore but using QBO US version instead of the Singapore version?
May 12, 2023 01:40 AMHi there, @marinabaytravel . Allow me to share some information and provide assistance in changing your home currency from USD to SGD.
In QuickBooks Online (QBO), we can basically change our Home currency in just a few easy steps. However, if you've turned on the Multicurrency feature, the only way to change the home currency is to delete all your data and start over from scratch just like what one of our supports recommended to you as this action is irreversible.
Refer to the image below to check if your Multicurrency feature is turned on:
With regard to starting over, since we can only move lists from QBO to another QBO or QBDT account, yes, you can consider running invoice-related reports such as the Invoice list report and exporting it to Excel. When you're done setting up a brand new account, you can import those invoices again. I've included this article to help you export your data: Export reports, lists, and other data from QuickBooks Online.
When ready, follow these steps in deleting your account:
If your account is less than 60 days old.
Note that purging company data is only applicable to QBO Plus, Essentials, and Advanced.
The system deletes all data entered into the company, and you're unable to restore or reverse them.
On the other hand, if it's 60 days old or older, follow these steps to cancel your account. If you use payroll, you should cancel your payroll subscription too. Please note that after the account deletion, we keep your data for one year so you can come back to your previous account if you decided to do so.
When done, you can start a new company by following these steps:
Moreover, I'll be adding this article that'll help you in adding and deleting multi currencies: Set up and use multicurrency in QuickBooks Online.
Please know that you can always go back here in the comments if you need further assistance in managing your QuickBooks Online account. It's my priority to make sure you'll get the assistance you need and help you accomplish your tasks. Take care always.
