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Export your reports to Excel from QuickBooks Online

by Intuit16 Updated 1 month ago
Some of your reports will look different depending on whether they're in the classic view or new enhanced experience. Learn more about the new enhanced experience.

Learn how to export your reports to Microsoft Excel from QuickBooks Online.

QuickBooks Online gives you the flexibility to generate reports to get insights about your business. And you can export them to Excel if you want to use your reports outside of QuickBooks. You can also export all your QuickBooks transaction data. We'll show you how.



How to export reports from QuickBooks Online to Excel

  1. Go to Reports (Take me there).
  2. Search for and select the report you want to export.
  3. If the report opens in:
    • Classic view: Select the Export Image Alt Text icon, then select Export to Excel.
    • New enhanced experience: Select Export/Print Image Alt Text, then select Export to Excel.
  4. Save the file somewhere you can easily find, like your Downloads folder or your desktop.

Note: If you’re missing data when you open the report in Excel, you can edit the file in Excel.

Need data that isn’t found in basic reports? You can create custom reports to get the data that matters to you most.

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