How to export your invoice list from QuickBooks Online

To look at your receivables outside QuickBooks — in a spreadsheet, or in the free check on this site — you need the invoice list, not the balance sheet. It takes about a minute. Which report you pick decides what the file can answer afterwards, and that's the part most instructions skip.

I'm Rob Neal. I built the free Signal Check on this site to read exports like this one, so these are the steps I'd give you if you called and asked.

The report to run

Invoice List by Date

Invoice List by Date is the one to run. It lists every invoice in the period, paid or not, with its due date and what's still owed.

Go to Reports and search for "Invoice List". Open "Invoice List by Date".
Set the report period to "All Dates", or at least the last 12 months.
Select "Export/Print", then "Export to Excel".

Due dates and open balances are all the check needs. QuickBooks doesn't list paid dates here, so days to get paid will be an estimate.

Worth knowing

QuickBooks Online retired the Classic View reports in May 2026. In the Modern View the report is called Invoice List by Date, and reports export to Excel only — this one has no CSV option.
A long period can take several seconds to build before the download starts. That's the report running, not a failure.

Read it honestly

What this export can tell you, and what it can’t.

What it can tell you

How much is stuck past 60 days: Every open invoice carries a due date and an open balance, so the whole ledger can be aged: what's current, what's 30 days late, what's 90, and how many customers are holding it.
Which customers your revenue rides on: Paid invoices are in this file too, so the totals per customer are real revenue for the period rather than just whoever happens to owe you today.
Whether your terms are being kept: Due date against today tells you how late each open invoice actually is, which is a better sort order for a collections afternoon than invoice age.

What it can't

Exactly how fast you get paid: QuickBooks Online puts no payment date on this report, or on the aging report. Days-to-get-paid has to be estimated from what's open against recent invoicing, and anything that hands you a precise figure from this file is guessing.
Why a particular invoice is late: A disputed line, a missing PO number, and a reminder that never went out all look identical here. The file tells you where to look, not what happened.
Whether that revenue made money: Revenue per customer isn't profit per customer. That needs job costs and hours joined to these invoices, which live in different reports.

The other option

Accounts receivable aging detail

If all you want is what's outstanding right now, the aging report is shorter. It's a smaller file, and it answers less.

Go to Reports and search for "aging detail". Open "Accounts receivable aging detail".
Leave the date set to today.
Select "Export/Print", then "Export to Excel".

Lists only what's still unpaid, so it shows cash stuck past 60 days but not how fast you get paid or your customer share.

Once you have the file

Run the free Signal Check on it.

Drop the export in and you’ll see how much cash is stuck past 60 days, how long your customers take to pay, and how much of your revenue rides on your five biggest customers. It reads the file inside your own browser tab — nothing is uploaded — and it shows you every row it skipped and why.

Run the free Signal Check

Using something else? The check’s own page has steps for the other systems, and any CSV or Excel file with a customer, an invoice date, and an amount works once you confirm which column is which.