How to Export Your Invoice History from Odoo Community for Your Accountant

This post is part of our guide to using Odoo Community's Invoicing module as a CRA-ready record-keeping system. Read the full guide here.

Why a clean export matters at tax time

Your accountant needs to see your complete transaction history for the fiscal year — every invoice issued, every bill received, totals by category, and tax collected. If you hand them a partial printout or a manually assembled spreadsheet, you are creating reconciliation work for them (and a larger bill for you).

Odoo Community's Invoicing module stores all of this in structured list views that can be filtered and exported in minutes. This post walks through exactly where to find that export and what to include.

Two exports to run — sales invoices and vendor bills separately

Run these as two separate files so your accountant can see income and expenses clearly.

Export 1: Sales invoices (your income record)

Navigation: Invoicing → Customers → Invoices

1. Make sure you are in list view (the icon with horizontal lines, not the kanban card view). The export only works from list view.
2. Set your date filter: click Filters → Invoice Date → select your fiscal year range. For most Canadian businesses this is January 1 to December 31, or your fiscal year start and end if different.
3. Add a status filter: click Filters → Posted to exclude any draft invoices. You want confirmed records only.
4. Once your filters are set and the list shows the records you expect, click the checkbox in the header row to select all records matching your filters.
5. Click Action (the dropdown above the list) → Export.
6. In the export dialog, choose your format:
   • XLSX (Excel): Best for sharing with your accountant — they can sort, filter, and sum columns.
   • CSV: Works if your accountant uses accounting software that imports CSV directly.
7. Select the fields to include. At minimum: Invoice Number, Invoice Date, Customer, Amount Untaxed, Tax Amount, Amount Total, Payment Status.
8. Click Export. The file downloads immediately.

Export 2: Vendor bills (your expense record)

Navigation: Invoicing → Vendors → Bills

Follow the same steps as above, filtering by Bill Date rather than Invoice Date, and selecting Posted bills only.

This export shows everything you paid to suppliers, contractors, and vendors during the year — the source of your Input Tax Credits (ITCs) and your deductible expenses.

Export 3: Outstanding invoices at year-end (optional)

If you have unpaid invoices at December 31, your accountant may need these for accrual purposes.

Navigation: Invoicing → Customers → Invoices → Filters → Overdue

Export the same way. This gives a clear picture of what was earned but not yet collected as of year-end.

What the export does not include

Odoo Community's list export gives you the invoice-level records. It does not include:

• Attached documents (receipts, scanned contracts) — those live on individual invoice records and must be downloaded separately if needed
• Journal entry details — visible in Odoo but not part of the invoice list export
• A formatted tax return — that is an Odoo Enterprise feature

For most accountants, the sales invoice export plus vendor bills export is sufficient to prepare T2 or self-employment income schedules and the GST/HST return.

Naming and saving your exports

Name your files clearly before sending:

• YourBusiness_SalesInvoices_2025_Posted.xlsx
• YourBusiness_VendorBills_2025_Posted.xlsx

Include the fiscal year in the filename. Store a local copy before sending — these are your records too.

Quick checklist

• List view active before running export (not kanban view)
• Date range matches your full fiscal year
• Status filter set to Posted only — no drafts in the export
• All records selected via the header row checkbox
• Sales invoices and vendor bills exported as separate files
• Files named with business name and year before saving

Accuracy note

Navigation paths and export options reflect Odoo Community's Invoicing module. Field names and export dialogs may vary slightly between Odoo versions. This post does not constitute accounting or tax advice — confirm your record-keeping requirements with your accountant or the CRA directly.

If you want to see how Odoo Community's export works in a real instance before committing, our 14-day trial gives you full access with no credit card required.

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