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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.

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.