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We can follow the steps below to export data from QuickBooks Online (QBO), @gsalls.
Here's how:
- Go to the Gear icon and select Export Data from Tools.
- Choose from Reports or Lists of what you want to export from the application.
- Click the Export to Excel button.
- Save the file on your computer and click OK.
Since we're moving them into CaseWare, you can contact them about importing your accounting data from QBO. They can share the steps and what needs to be done.
Keep your company information updated to reduce the risk of errors and enable customers to find and contact you with the correct details: Change your company name, contact info, or Business Number (BN) in QuickBooks Online.
If you need more help managing QuickBooks data, please let me know. I would be happy to assist you. Stay safe.
