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 the following reports and lists into individual Excel files contained in a zip format in one process:
Reports: General Ledger, Profit and Loss, Balance Sheet, Trial Balance, Journal.
Lists: Customers, Employees, Suppliers.
To export your report or list:
- Select the Settings ⚙ icon from the tool bar.
- Under Tools, select Export Data.
- On the Reports tab, set the date range.
- Add or remove items from the Reports and Lists tabs by toggling the slider.
- 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 customise 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 such as 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 Bookkeeping, select Transactions, then select All sales (Take me there).
- Select the Filter.
- Under Type, choose Estimates.
- Set your date range and any other filters you need, then Apply.
- Select the Export to Excel icon.
Purchase Orders
- Go to Bookkeeping, select Transactions, then select Expenses (Take me there).
- Select the Filter.
- Under Type, choose Purchase Order.
- Set your date range and any other filters you need, then Apply.
- Select the Export to Excel icon.
Customer Statements
- Go to Bookkeeping , select Transactions, then select All sales (Take me there).
- Select Filter.
- Under Type, choose Customer Statements.
- Set the date range and any other filters you need, then select Apply.
- Select the Export to Excel icon.
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 format.
Recurring Templates
- Go to Business overview and select Reports (Take me there).
- Search for Recurring Template List report.
- Select the Export icon.
Chart of Accounts
- Go to Business overview and select Reports (Take me there).
- Search for Account List.
- Select the Export icon, then choose Export to Excel.
Products and Services
- Go to Get paid & pay and select Products & services (Take me there).
- Select the More dropdown arrow, then select Run report.
- Select the Export icon.