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Intuit
4 helpful votes

Export your data from QuickBooks Self-Employed

If you need to export your data from QuickBooks Self-Employed you can do so from the product. This is fairly simple and easy to do. Log into your QuickBooks company that you want to export the data from.

Export Transactions

  1. To export all transactions that have been added to QuickBooks, click on Transactions on the left nav.
  2. You can choose the transactions you need to export by using the Type, Account and Tax Year filters.
  3. Once you've selected what you need, click on the Download icon located to the right of the filters.

Export Miles

  1. To export all mileage entered, click on Miles on the left nav.
  2. You can choose the miles you need to export by using the Type, Tax Year and Vehicle filters.
  3. Once you've selected what you need, click on the Download icon located to the right of the filters.

Export Taxes

  1. To export information about your taxes, click on Reports on the left nav.
  2. Here you can choose to download your profit and loss report, receipts that you've collected for your business, tax summary and tax details.
  3. For each of these reports, choose the period you want to export the data for using the filter.
  4. Then, click on the Download hyperlink. If Download hyperlink is not visible, click on the dropdown arrow, then choose Download.

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