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Export reports, lists, and other data from QuickBooks Online

SOLVED•by QuickBooks•49•Updated 7 days ago

Learn how to download your data from QuickBooks Online.

There's a simple way to export your QuickBooks Online reports and lists. This means you can easily download the data entered into your file to your local hard drive.

Export your reports and lists

You can export the following reports and lists into individual Excel files contained in a zip file in one process.

ReportsLists
General ledgerCustomers
Profit and lossEmployees
Balance sheetSuppliers
Trial balance
Journal

To export your report or list:

  1. Go to Settings ⚙.
  2. Select Export data.
  3. On the Reports tab, set the date range.
  4. Add or remove items from the Reports and Lists tabs by turning the switch on or off.
  5. Select Export to Excel.

You'll be prompted with confirmation that the data has been exported.

If you need to export a different report, here's how to export reports to Excel.

Note: You can customise your report to export the data that matters to you most.

Export non-posting transactions and attachments

Exported reports will include the data from posting transactions such as invoices, receipts, bills, balances, and so on. Here's how to export non-posting information that's not included in Reports and Lists.

  1. Go to Sales, then select All sales (Take me there).
  2. From the Type ▼ dropdown, select Quotes.
  3. Set your date range from the Date ▼ dropdown, and apply any other filters you need.
  4. Select the Export to Excel Image Alt Text icon.
  1. Go to Expenses, then Expenses (Take me there).
  2. Select the Filter ▼ dropdown.
  3. From the Type ▼ dropdown, select Purchase order.
  4. Set your date range and any other filters you need, then select Apply.
  5. Select the Export to Excel Image Alt Text icon.
  1. Go to Customers & leads and select Customers (Take me there).
  2. Select a customer whose statement you need to export.
  3. From the Statements tab, select the statement you need to export.
    Note: If you can't find the statement, modify the date range from the Date ▼ dropdown. 
  4. Select Print or Preview, then select the Download icon.
  5. Follow the steps to save the statement.
    Note: The statement will be exported in a PDF format.
  1. Go to Settings ⚙.
  2. Select Attachments.
  3. On this page, select the attachments you want to export.
  4. Select Batch actions and then Export.

Note: Your attachments will be exported in a zip file.

  1. Go to Reports (Take me there).
  2. Search for Recurring Template List report.
  3. Select the Export Image Alt Text icon, then select Export to Excel.
  1. Go to Reports (Take me there).
  2. Search for Account List.
  3. Select Export Image Alt Text icon, then select Export to Excel.
  1. Go to Settings ⚙, then Products & services (Take me there).
  2. Select the More dropdown arrow, then select Run report.
  3. Select the Export Image Alt Text icon, then select Export to Excel.

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