Exporting Invoice Information from QuickBooks to Excel

There may be times that you want or need to export Invoice information from your QuickBooks software into an Excel spreadsheet. Follow these simple steps:

1. Go to the Reports tab & choose Sales, & Sales by Customer Detail.
2. That opens a report. From there you can filter the specific customer/s that you need along with specific dates. You will want to choose date ranges such as a specific week, quarter, or year.
3. For the date range: directly above the report is a row with date options. Choose what is appropriate for your needs.
4. You can customize the report by selecting various filters.
5. Click on Customize Report & a screen will pop-up to Modify the Report.
6. On that screen choose the Filters tab.
7. For a specific customer/s: Choose Name in the left column, & then choose either one customer name in the next column or select the Multiple Names option.
8. That will modify the Sales by Customer Detail report for the specified customer/s.
9. Click the Excel button to export it into an Excel spreadsheet. You will have the option to export the information into a new worksheet or update an existing one.