How do you export invoice data to CSV?

1. Filter to what you need

Pick a period (this month, last month, this quarter or custom dates), a paid status, and a tag if you track clients or entities separately. Exporting only what you need beats deleting rows in Excel later.

2. Choose a layout

The right shape depends on where the file is going:

• Invoices: one row per invoice, for a payables list or a quick review
• Line items: one row per line, in the QuickBooks bill import layout, dates MM/DD/YYYY
• Xero bills: the Xero bill import template, dates DD/MM/YYYY
• Vendor statement: one row per vendor with count, total, date span and paid split

3. Download CSV or JSON

CSV opens in Excel, Google Sheets and most accounting tools. JSON suits scripts and databases. If you'd rather not export by hand, signed webhooks and the REST API deliver the same data as each invoice completes.

Before you export

Clear the review queue for the period first. An export is a snapshot. Any field still waiting for review goes into the file as it stands, and if you correct something afterwards, you'll need to export again.