In addition to the reports on the Reports page, you can export your transactions and trips in QuickBooks Self-Employed to a .csv file. To do this:
- Sign in to your account.
- At the upper right just above the Category/Type on the Transactions or Mile/Trips page, select the Export icon.
- All the transactions from the currently selected time range, account, search criteria, and other categories are exported to the .csv file.Note: Receipts are not exported. Make sure to download them directly from the transactions.
- Check the exported file in the Downloads folder.
Although categories from our product are included in the exported file, re-importing them into QuickBooks Self-Employed won't show it appropriately. You need to re-categorise them after importing.