QuickBooks supports 2 methods to export transactions: • The Export button on the Find window • Exporting from a Center, such as the Customer Center The first method supports exporting a transaction type for more than 1 customer, vendor, or employee. This is appropriate where you need to analyze or exchange a broad but filtered set of data. The second method is designed for exporting transactions for either a single or multiple customers, vendors, or employees. This technique provides the flexibility to produce an export file that would be useful to review one account to address a specific business issue, such as resolving a customer’s payment history, or to export a range of 1 transaction type. Both export methods are based on common elements. We’ll demonstrate both methods.

Exporting Transaction Data from the Find Window Using the Find window, transaction data can be exported for more than 1 customer, vendor, or employee. Filters can be applied to reduce the transactions to be exported down to just 1 customer, vendor, or employee. To get started, click the Edit->Find menu selection. In this example, we’ll export all customer invoices. From the Transaction Type pull down menu, choose Invoice and then click the Find button.

Oct 25, 2018 - You can export list data in CSV or Excel file format then import them into QuickBooks Online. Open the original file. Select Reports from the left. Make sure that the data you've got is the data you want to export. For a direct transfer of your data from Quicken to QuickBooks, regardless of platform, export everything.

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QuickBooks will locate and display the number of matches. For our sample data, there are 114 invoices. This data could be filtered further by choosing a Customer:Job, a Date range, a specific Invoice #, or an Amount.

Additional filter options are available on the Advanced tab. Our goal for this export is to export all invoices, so we won’t enter additional filter criteria. To proceed, click the Export button.

The Export window provides the ability to send the exported data to a comma separated values (.csv) file or an Excel workbook. Exports to Excel are only compatible with Microsoft Excel 2000 or later, and you can choose either a new or existing workbook. For this example, we’ll opt to export the data to a new Excel workbook. Exporting Transaction Data Starting in a Center Using a Center, such as the Customer Center, you can flexibly export transactions for either a single customer, vendor, or employee or a filtered list of all transactions relevant to that Center. In this example, we’ll demonstrate exporting data for 1 customer, a common task to review a customer’s purchase history, as well as transactions for a range of customers.

To start, open the Customer Center and choose the customer whose data will be exported. In our example, we’ll choose “Abercrombie, Kristy” (an example only from the sample data) from the customer list displayed on the left. With a customer selected, click the Excel button in the toolbar, followed by the Export Transactions menu entry in the menu that appears below. This will export the transactions displayed for this individual customer. These transactions can be filtered by changing the values in the pull down menus above the transaction list. Export to Excel will proceed as described above, with the ability to export the transactions to either a new or existing workbook. Note that this method doesn’t offer an ability to export to a.csv file.

That’s not an important consideration here, since a.csv file would only be useful in exporting a large number of transactions. To export transaction data for more than 1 customer from the Customer Center, click the Transactions tab. A list of the available transaction types is shown on the left, with all of the transactions that meet the filter conditions on the right. Change the filter conditions as needed. In our example, with no additional filters, this transaction export will mirror the results we exported using the Find window.

To proceed, click the Export button on the toolbar. How can i get a large number of invoices out of quickbooks as an image (.pdf) Example: on our website we have a customer portal area. It would be great if we could show the customers’ past and current invoices to them. It would need to be a pdf (or any image file extension) for each invoice (thousands) we would only do this one time fro every single invoice we have in qucikbooks and then we would do this regularly for the recent invoices (to add new ones and to show the invoices as paid if they have paid) is there any way to do this? John, transaction import into QB is a complicated area. For starters, you can read our related articles, on the and i. Prepare yourself to be disappointed.