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:
|Profit and Loss||Employees|
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.