Is there a way to export recurring transactions list in .csv format? I understand that we can use the print icon to import as pdf and then import to excel.

GeeKay1 · ‎August 31, 2023

GeeKay1 · ‎August 31, 2023

Hi
Actually I figured out the way and by going to Reorts-> Custom reports-> recurring List and then expirt from there instead of exporting it from Recurring List Transactions Menu Gear icon.

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JamesM4 · ‎August 31, 2023

Hello GeeKay1,

Glad to have you connect with us here. QuickBooks is a versatile program that helps you streamline your accounting with ease. I'll be happy to steer you in the right direction so you can get back to doing what you love.

The function you've described above isn't available. I can see the benefit of having the exporting options you've described and I encourage you to send feedback about this to our engineers. You can send feedback by clicking on the Gear icon and looking for Feedback. I recommend searching for a third-party data migration app that can offer more exporting options. You can search for apps on our app store www.apps.com. In the meantime, here's a helpful article that shows you how to: Export Data out of QuickBooks Online. I recommend checking out this article here that provides more info about the types of CSV files you can export.

Let me know if you have other questions by leaving a comment below. I'll be one message away.

GeeKay1 · ‎August 31, 2023

Hi
Actually I figured out the way and by going to Reorts-> Custom reports-> recurring List and then expirt from there instead of exporting it from Recurring List Transactions Menu Gear icon.

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Is there a way to export recurring transactions list in .csv format? I understand that we can use the print icon to import as pdf and then import to excel.