Skip to content
  • There are no suggestions because the search field is empty.

Exporting invoices to a CSV file

Learn how to export invoice and payment data for accounting and bookkeeping.

static.intercomassets.comavatars337561square_128Meredith_Headshot-1462435312-1462487117-Apr-18-2024-02-53-22-9331-PM-modified

Written by: Meredith

Last updated: 08 Jan., 2026

 

B12 Payments & Invoicing is currently only available to users located in the United States.

Invoice export lets you create a CSV file with invoicing and payment details that is formatted for easy sharing with your accountant or bookkeeper. 

Exporting invoices

1. In the left sidebar menu, go to payments Payments and Invoicing.

2. To download all invoices to a CSV file, click Export all.

To export a specific set of invoices:

  • Use the search bar or filters to narrow results by keyword, invoice type, or date.


  • Select invoices using the checkboxes in the first column.

  • Click Export.

The CSV file downloads to your device and can be shared with your accountant or bookkeeper.

If you use QuickBooks, follow their instructions for importing a CSV file to complete the process.