QuickBooks Online is considered one of the best accounting software for small businesses. It helps to maintain the financial recordkeeping of sales, expenses, taxes, income, and payroll.
QuickBooks Online allows you to generate and send invoices to your customers. This article will explain how you can conveniently export invoices and invoice data from QuickBooks Online.
Invoices are used to record sales transactions and collect payment for goods and services. They contain items such as date of sale, names or contact details of buyer and seller, product or service description, and total amount due for payment.
As a business owner, you should store invoices for the best recordkeeping. Invoices are generated in QuickBooks Online, and then you can send them to your customers. Accurate records help you track the amounts received and outstanding invoices.
Sometimes, you may need to export invoices from QuickBooks to Excel or BigQuery. Below are some reasons for exporting invoices:
QuickBooks Online doesn’t have an option for exporting an invoice. But you can export a list of invoices in the form of a report. They can be downloaded as Excel or PDF files. Here’s how to export an invoice from QuickBooks Online:
Yes, you can export invoices manually but what happens when you need to generate weekly or monthly reports of invoices? This means you’d have to keep repeating such a mundane task. And this can be very overwhelming over time.
So you need a solution that can streamline the process for you. Coupler.io is a tool that can help you automate the export of invoices from QuickBooks Online. It allows you to make easy QuickBooks export to Excel. You can also use Coupler.io to connect QuickBooks to BigQuery.
First, create a Coupler.io account, then follow the steps below to automate invoice exports:
For the Source app, choose QuickBooks. The destination app can be Microsoft Excel, Google Sheets, or BigQuery. Then, click Proceed.
If you’re already logged in to QuickBooks, a popup would appear and you’ll be required to click the Connect button on it. If not, log in and do so.
Since you’re trying to export invoices, choose Invoice and click the Jump To Destination Settings button.
A popup will appear and you’ll be asked to log into your destination account. Select an existing workbook, then pick an existing sheet or create a new one by typing in a new name. Now, click Jump To Schedule Settings.
You can turn off Automatic data refresh and run the importer. Or create a custom schedule for your Quickbooks invoice exports.
Customers are often required to pay sales taxes when they purchase goods or services. So many businesses include these taxes in each invoice. However, you may feel the need to export QuickBooks data to Excel that do not have taxes.
Coupler.io allows you to filter invoice data by specific fields. However, there is nothing about taxes. But that’s not an issue. You can still use Coupler.io to export invoices from QuickBooks Online and then filter the data in your destination app. For example, here is how you can do this in Google Sheets:
Is equal to – 0
If necessary, you can filter out your exported invoice data by other fields related to taxes:
Line items in invoices are services or products with their corresponding quantities, rates, or prices added to an invoice. If you want to QuickBooks export invoice line items, Coupler.io can help.
These invoice details are imported into your spreadsheet by default. You have to locate the applicable columns for the right information. For example:
The invoice address, also known as the billing address, is your customer’s address. Sometimes, it may be the same as their shipping/delivery address, or they may be different from each other. You can use Coupler.io to export invoice addresses in QuickBooks Online.
As you may already know, Coupler.io exports invoice data by default. Below are some useful columns for finding invoice addresses:
A business owner or accountant needs to keep accurate records of invoices sent to customers. It’s helpful for managing the flow of cash and tracking any surpluses or shortages during an accounting period. It also helps to easily refer to any information contained in each invoice.
You can apply the manual method to export invoices from QuickBooks Online. In summary, navigate to the Reports tab and search for Invoice List, then click the Export button. This will export a list of your invoices as an Excel or PDF file.
Coupler.io is a great way to automate QuickBooks invoice exports. It helps to import QuickBooks data to your preferred spreadsheet application without having to do it yourself. You can also pull the data that matters most to you.
Sales Account Manager at Coupler.io with over 5 years of experience in SaaS sales and email marketing. I have mastered key skills such as lead generation, sales, and client management during my career at companies like centralF, DataRobot, and Leadium. An additional 5 years of experience in various client-facing roles has shaped my unique perspective on sales, emphasizing the importance of understanding client needs and adopting a value-over-everything approach. At Coupler.io, I am an evangelist for data-driven business, sharing my knowledge and expertise in B2B sales.
