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Export reports, lists, and other data from QuickBooks Online

by Intuit•21• Updated 2 weeks 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 multiple reports and lists into individual Excel files contained in a single zip file in one step. To export your report or list:

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

Go to Settings ⚙.
Select Export data.
On the Reports tab, set the date range.
Add or remove items from the Reports and Lists tabs by turning the switch on or off.
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 customize 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 like invoices, receipts, bills, balances, and so on. Here's how to export non-posting information that's not included in Reports and Lists.

Estimates

Go to Sales and select All sales (Take me there).
From the Type ▼ dropdown, select Estimates.
Set your date range from the Date ▼ dropdown, and apply any other filters you need.
Select the Export to Excel icon.

Purchase Orders

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

Customer Statements

Go to Customers & leads 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 or Preview, then select the Download icon.
Follow the steps to save the statement.
Note: The statement will be exported in a PDF format.

Attachments

Select the Settings ⚙ icon from the tool bar.
Under Lists, select Attachments.
On this page, select the attachments you want to export.
Select Batch actions and then Export.

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

Recurring Templates

Go to Reports (Take me there).
Search for the Recurring Template List report and open it.
Select the Export icon, then select Export to Excel.

Chart of Accounts

Go to Reports (Take me there).
Search for the Account List report and open it.
If the report opens in:
- Modern view: Select the Export/Print ▼ dropdown, then select Export to Excel.
- Classic view: Select the Export icon, then select Export to Excel.

Products and Services

Go to Sales and select Products & services (Take me there).
Select the More dropdown arrow, then select Run report.
Select the Export icon and select Export to Excel.

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