nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Can I export the Accounts Receivable / Unpaid Invoices list to Excel?

Cory CND

I can view the A/R - Unpaid Invoices List but cannot figure out if I can export it to excel.
Is this possible?
I am on the Canadian version of Quicken 2018 for Windows.
Any help would be appreciated.

Find more posts tagged with

Accepted answers

mshiggins

From C. D. Bales:

" ... when I go to Reports > Unpaid Invoices > Print ....".

There is no "Unpaid Invoices" choice in the Quicken Reports dropdown menu.

The path to Unpaid Invoices is: Business > Unpaid Invoices.

When Unpaid Invoices are displayed and you click "Print", you get a dropdown with the three choices you noted: "List, Invoice, Statement".

You say, "I want the list": so why are you not clicking on "List"?

When you click "List", you will get the standard Quicken "Print" dialog, which includes a dropdown to "Export to:". In that "Export to" dropdown, you can elect to create a "tab delimited (Excel compatible) disk file".

When you have created that tab-delimited .TXT file, you can run Excel and tell Excel to "Open" that .TXT file. Excel will walk you through the rest.

All comments

Beijing Mac

Look in the Print Option -- I thought export to a CSV file was one of the options when printing.

Cory CND

Thanks for the reply Beijing Mac.

However, when I go to Reports > Unpaid Invoices > Print it only gives me these options:

List, Invoice, Statement (asking me which format I want it printed it, I want the list with the age of the unpaid invoices)

There is no option to print to excel. There is that option in the Accounts Receivable ACCOUNT but this prints all transactions, paid and unpaid, I only want the unpaid ones.

I want the actual Unpaid Invoices report to print to Excel but there doesn't seem to be an option.

Thanks for the suggestion though. I do appreciate it.

Jim_Harman

In QWin 2019 US, there is an icon with a little green arrow next to the printer at the top of each report. If you click on that, you have the opportunity to export to Excel.

You can also copy the report data to the clipboard and paste it into Excel if that is more convenient.

mshiggins

From C. D. Bales:

" ... when I go to Reports > Unpaid Invoices > Print ....".

There is no "Unpaid Invoices" choice in the Quicken Reports dropdown menu.

The path to Unpaid Invoices is: Business > Unpaid Invoices.

When Unpaid Invoices are displayed and you click "Print", you get a dropdown with the three choices you noted: "List, Invoice, Statement".

You say, "I want the list": so why are you not clicking on "List"?

When you have created that tab-delimited .TXT file, you can run Excel and tell Excel to "Open" that .TXT file. Excel will walk you through the rest.