Export all invoices for one client over a date range

Support
1

Hi,

I’m trying to export a list of invoices for one specific client/customer.

I can see how to view/export invoices in batches of 50, but I need to provide this client with a list of all invoices raised to them from April 2025 onwards, including:

  • invoice number
  • invoice date
  • invoice amount
  • status, if available

Is there a way to export a CSV for one client over a date range without having to page through and export 50 at a time?

I’ve looked at custom reports, but they seem to be nominal-code based rather than invoice/client based, so I’m not sure they are the right tool for this.

Thanks.

2

Hello @Account

This can be done from your backup

The file Invoice.csv contains all this data for all customers, you can just filter by curtomer ref

3

Thanks — that sounds like exactly what I need.

Just to confirm, the process would be:

  1. Download/create a QuickFile account backup.
  2. Open Invoice.csv.
  3. Filter the rows by the relevant customer reference.
  4. Export/save the filtered rows as CSV.

Is there another file in the backup that maps the customer reference to the customer name, so I can confirm the correct ref for the client before filtering?

Thanks.

4

Just to confirm, the process would be:

  1. Download/create a QuickFile account backup.
  2. Open Invoice.csv.
  3. Filter the rows by the relevant customer reference.
  4. Export/save the filtered rows as CSV.

Correct

All customer details can be found in the client_ladger.CSV

5

Thanks — that sounds like exactly the data I need.

Could you clarify where I get the backup from in the current QuickFile interface?

I’ve checked:

  • Account Settings → Tools
  • Account Settings → Advanced Settings

but I can’t see anything called Backup, Account Backup, Data Export, or similar.

Is there a specific menu path or direct page for creating/downloading the account backup that contains Invoice.csv?

Also, once I have the backup, which file maps the customer reference in Invoice.csv back to the customer/client name? I want to make sure I filter the correct customer ref for “customer 123”

Thanks.

6

Hello @Account

Please see the below

Create a data backup schedule

You would download the backup in zip file format and it contains csv’s of all of your ledgers

(examples from sample data)

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image930×723 30.6 KB

The client name is included in Invoice.csv

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image866×126 5.01 KB