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Export your QuickBooks Online data

by Intuit•15• Updated 4 days ago

Learn how to export your reports, lists, and other data from QuickBooks Online.

Note: This article is for customers using QuickBooks Online (Advanced, Essentials, Plus, and Simple Start) and Sole Trader.

There's an easy way to export your QuickBooks reports and lists — you can just download the data from your file onto your computer. That's it!

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

Export your reports and lists

Follow the steps below based on the product you are using.

For customers using QuickBooks Online

Reports	Lists
General ledger	Customers
Profit and loss	Employees
Balance sheet	Suppliers
Trial balance
Journal

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.

Estimates

Go to Sales and select All sales (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 to Excel icon.

Purchase Orders

Go to Expenses and select Expenses (Take me there).
From the All transactions ▼ dropdown listing types of transactions, select Purchase order.
Select the Filter icon.
Set the date range and any other filters you need, then select Apply.
Select Export to Excel.

Customer Statements

Go to Sales and select Customers (Take me there).
Select a customer whose statement you need to export.
From the Statements tab, 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, then select the Download icon.
Follow the steps to save the statement.
Note: The statement will be exported in a PDF format.

Attachments

Go to Settings and in the LISTS column, select Attachments (Take me there).
Select the attachments you want to export.
Select the Batch actions ▼ dropdown, then select Export.

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

Recurring Templates

Go to Reports (Take me there).
Find and select Recurring Template List.
Select the More actions ▼ dropdown, then select Export to Excel.

Chart of Accounts

Go to Reports (Take me there).
Find and select Account List.
Select the More actions ▼ dropdown, then select Export to Excel.

Products and Services

Go to Settings and in the LISTS column, select Products and Services (Take me there).
Select the More ▼ dropdown, then select Run report.
Select the More actions ▼ dropdown, then select Export to Excel.

For customers using QuickBooks Sole Trader

Reports	Lists
Profit and loss	Customers

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

Estimates

Go to Customers and goals and select Customers.
Select the customer, then select Transaction List.
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.

Products and Services

Go to Get paid and select Products and Services (Take me there).
Select the Export icon.

QuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start

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