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Export your QuickBooks Online data

by Intuit•1• Updated about 2 hours ago

Learn how to export your QuickBooks Online reports, lists, and other data as an Excel file. This lets you share and access the data you need.

Prerequisites

If you want to get more specific about the data you export, create your own reports using Custom Report Builder.

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

Export your reports and lists

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. This includes invoices, receipts, or bills.

Go to Settings and select Export data.
In the Reports tab, set the date range from the Pre-selected date ranges ▼ dropdown.
Add or remove items from the Reports and Lists tabs by turning them on or off.
Select Export to Excel.
Select the folder where you want to save your file, then select Save.
Select OK to make sure that it’s done.

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

Export non-posting transactions and other data

Export non-posting transactions that don't impact your reports.

Estimates

Go to All apps , select Sales & Get Paid, then select Sales transactions (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 icon.
Select the folder where you want to save your file, then select Save.

Purchase Orders

Go to All apps , select Expenses & Bills, then select Expense transactions (Take me there).
From the All transactions ▼ dropdown, select Purchase order.
Select the Filter.
Set the date range and any other filters you need, then select Apply.
Select the export icon.
Select the folder where you want to save your file, then select Save.

Customer Statements

Go to All apps , select Customer Hub, then select Customers (Take me there).
Select a customer whose statement you need to export.
Select the Statements tab, then 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.
Select the folder where you want to save your file, then select Save.
Note: The statement will be exported in a PDF format.

Attachments

Go to Settings and select Attachments (Take me there).
Select the checkboxes for the attachments you want to export.
Select the Batch Actions ▼ dropdown, then select Export.
Select the folder where you want to save your file, then select Save.

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

Recurring Templates

Go to Reports and select Standard reports (Take me there).
Find and select Recurring Template List report.
Select ▼ dropdown next to the export icon, then select Export to Excel.
Select the folder where you want to save your file, then select Save.

Chart of accounts

Go to Reports and select Standard reports (Take me there).
Find and select Account List report.
Select the export icon, then select Export to Excel.
Select the folder where you want to save your file, then select Save.

Products and Services

Go to All apps , select Sales & Get Paid, then select Products & services (Take me there).
Select the More ▼ dropdown, then select Run reports.
Select the export icon, then select Export to Excel.
Select the folder where you want to save your file, then select Save.

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