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Export your QuickBooks Online data

by Intuit•25• Updated 1 week ago

Learn how to export your reports, lists, and other data from QuickBooks Online.

You can save and export your QuickBooks Online reports, lists, and other data to your computer. This lets you share and access the data you need, anytime you need it.

Tip: You can also use third-party apps to backup your data in QuickBooks Online.

Export your reports and lists

You can export your reports and lists as Excel files in one .zip file. This lets you save info from posting transactions that impact your account balances, like invoices, receipts, and bills. Here’s how.

Reports	Lists
General ledger	Customers
Profit and loss	Employees
Balance sheet	Suppliers
Trial balance
Journal

Go to Settings and in the TOOLS column, select Export data.
On the Reports tab, set the date from the Pre-selected date ranges ▼ dropdown.
Add or remove items from the Reports and Lists tabs by turning the switch on or off.
Select Export to Excel.
Select OK to make sure that it’s done.

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

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

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

Export non-posting transactions and other data

Here's how to export non-posting transactions that don't impact your reports, and other data not included in Reports and Lists.

Estimates

Go to Sales and select All sales (Take me there).
From the Type ▼ dropdown, select Estimates.
From the Date ▼ dropdown, set the date range you want to pull transactions from.
Tip: You can apply other filters you need. Select Export to Excel.
Select Export to Excel .

Purchase Orders

Go to Expenses and select Expenses (Take me there).
From the ▼ dropdown listing types of transactions, select Purchase order.
From the All transactions ▼ dropdown, select Purchase order.
Select the Filter icon.
Set the date range and any other filters you need, then select Apply.
Select Export to Excel.

Customer Statements

Go to Sales and select Customers (Take me there).
Select a customer whose statement you need to export.
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.
Select Print, then select the Download icon.
Follow the steps to save the statement.
Note: The statement will be exported in a PDF format.

Attachments

Go to Settings and in the LISTS column, select Attachments (Take me there).
Select the attachments you want to export.
Select the Batch actions ▼ dropdown, then select Export.

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

Recurring Templates

Go to Reports (Take me there).
Find and select Recurring Template List.
Select the More actions ▼ dropdown, then select Export to Excel.

Chart of Accounts

Go to Reports (Take me there).
Find and select Account List.
Select the More actions ▼ dropdown, then select Export to Excel.

Products and Services

Go to Settings and in the LISTS column, select Products and Services (Take me there).
Select the More ▼ dropdown, then select Run report.
Select the More actions ▼ dropdown, then select Export to Excel.

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