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Export your reports to Excel from QuickBooks Online

by Intuit Updated 1 month ago

Learn how to export your reports to Microsoft Excel from QuickBooks Online.

QuickBooks Online gives you the flexibility to generate reports to get insights about your business. And you can export them to Excel if you want to use your reports outside of QuickBooks. You can also export all your QuickBooks transaction data. We'll show you how.

How to export reports from QuickBooks Online to Excel

  1. Go to Reports (Take me there).
  2. Search for and select the report you want to export.
  3. At the top of the report, select the Export icon. Then select Export to Excel.
  4. Save the file somewhere you can easily find, like your Downloads folder or your desktop.

Note: If you’re missing data when you open the report in Excel, the file's in protected view. In Excel, you’ll need to select Enable Editing to view the full report.

Need data that isn’t found in basic reports? You can create custom reports to get the data that matters to you most.

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If you have questions about reports or need help customising and using them, let us know. Sign in to QuickBooks and start a discussion with a qualified QuickBooks Online expert in our community.

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