How to export data

Hi there, Becleecleaning.

Welcome to QuickBooks Community. I’m here to walk you through the process of exporting data from your QuickBooks account to QuickBooks Sole Trader Online and help resolve your bank-linking issue.

Here’s how:

1. Sign in to your QuickBooks Online account.
2. Navigate to gear icon.
3. Under the TOOLS section, click on Export data.
4. In the Reports tab, select the desired date range from the Pre-selected date ranges dropdown menu.
5. Customize the items you want to export by toggling the switches on the Reports and Lists tabs.
6. Click Export to Excel to download the file.
7. Confirm the export by selecting OK.

Once you’ve downloaded you’re data, you can import them by following these steps:

1. Sign in to your QuickBooks Sole Trader account.
2. Click on the gear icon and choose Imports.
3. Select Import Transactions.
4. Follow the on-screen instructions to upload your CSV file.
5. Click Import to complete the process.

We understand how important it is to connect your bank account and import new transactions into QuickBooks Online seamlessly.

Can you tell us which bank you are trying to connect to in QuickBooks? This information will help us identify the problem more effectively

To update your connection and enter your bank's sign-in information manually, follow these steps:

1. Click on the Transactions tab.
2. Select Bank transactions and choose the affected bank account.
3. Click on the Edit icon.
4. Select Edit sign-in info.
5. Manually enter your bank login credentials.
6. Click Save and connect.
7. Follow the prompts on the next screen.

Once completed, check if the bank account is successfully connected and new transactions have been downloaded.

If the issue continues, try using a new incognito window or switching to another supported browser, then repeat the steps above.

As a work around, you can upload your bank transactions manually using a CSV file.

If the issue persists, I suggest reaching out to our Customer Care Team. They can securely review your account and investigate further the connection problem.

If you have additional questions, feel free to reply on this thread.