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