There's an easy way to export your QuickBooks Online reports and lists — you can just download the data from your file onto your computer. That's it!
Export your reports and lists
You can export multiple reports and lists into individual Excel files contained in a single zip file in one step.
|Profit and loss
To export your report or list:
- Go to Settings ⚙.
- Select Export data.
- On the Reports tab, set the date range.
- Add or remove items from the Reports and Lists tabs by turning the switch on or off.
- 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 like invoices, receipts, bills, balances, and so on. Here's how to export non-posting information that's not included in Reports and Lists.