Do you know how to export an invoice from QuickBooks to Excel or import Excel into QuickBooks invoice? If you have no idea about that, we are here to guide you through this blog. This guide covers a number of ways to import or export QuickBooks invoices. Let’s read about them.
QuickBooks offers various ways to export or import certain types of data information. Speaking of exporting, you can export the Excel sheet of Vendors, Customers, Register Transactions, and Ledger Accounts.
Furthermore, you can import particular data to your QuickBooks program. For instance, invoices can be imported and exported from/to an Excel file. To be precise, we are here to explain the whole procedure of QuickBooks export invoice details to Excel and QuickBooks import invoices from Excel.
Users cannot transfer the invoices between the two accounts at once. However, you can manually enter the data into your QuickBooks account.
Besides that, using the Export to Excel feature or third-party applications can really help you to export the invoices to Excel. To know how to export invoices from QuickBooks Online to Excel, you can carry out these steps:
This will export the invoices for specified customers into an Excel sheet. You will also see the option if you want to export the data into a new worksheet or update the existing one.
Once you export the invoices to Excel successfully, you can visit your existing account so that you can attach your transactions. Here are the steps for that:
Now, you have learned how to export an invoice from QuickBooks to Excel by using Customer Detail Report, Run Report Feature, and using a JSON file.
To import Excel into QuickBooks invoice, you are required to use the third-party application as QuickBooks does not support the import feature. If you want to import QuickBooks invoice to Excel, you can do the following:
If you are receiving QuickBooks invoices from the bank statement then using the WebConnect feature will be beneficial. Here are the steps for that.
Once you are done following these steps, you can view your invoices in your QuickBooks account.
Tip: You can use smart tools to import and export the QuickBooks invoices such as Business Importer. By using this tool, all you have to do is select your file, start mapping, preview, and import/export.
QuickBooks does not provide any direct option to import and export the invoices or transactions. With the help of third-party tools, you can make this task easier. In this guide, we have given the best ideas to you for QuickBooks export invoice details to Excel and QuickBooks import invoices from Excel.
Hopefully, you have understood how to export an invoice from QuickBooks to Excel or import Excel into QuickBooks invoice. For any questions, let us know in the comment box.
If you want to learn more about QuickBooks or solving errors, you can check out the following guides: