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Exporting invoices to a CSV file

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

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Written by: Meredith

Last updated: 20 May, 2026

 

This feature is currently available only

to users located in the United States.

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

Exporting invoices

1. In the left sidebar menu, click payments Commerce [B12 2.0: Payments and Invoicing].

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

Invoices list with an arrow pointing to the Export all button

To export a specific set of invoices:

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

Invoices list with the search bar, Show filter, and date filters highlighted

  • Select invoices using the checkboxes in the first column.

  • Click Export.

Invoices list with two invoices selected and an arrow pointing to the Export button

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.