Exporting data from QuickBooks Online Accountant

With QuickBooks Online Accountant, you can easily export important data from your practice. This includes client notes, shared documents, team member details, and your accounting data. Follow the steps below to quickly download the information you need in CSV, PDF, or Excel format.

Exporting client notes

To export client notes to a CSV file:

1. From the Clients list, select the client name.
2. Select the dropdown arrow next to Edit client.
3. Choose Export Notes.

Exporting shared client documents

You can export individual documents or multiple files at once.

Individual documents

1. From the Clients list, select the client name.
2. Go to the Documents tab.
3. Select the Download link next to each document.

Multiple documents

1. From the Documents tab, select the checkboxes for the documents you want.
2. Click the arrow next to Batch actions.
3. Select Download.

The documents will be downloaded in a zip file.

Exporting team member data

To export your team list:

1. Select Team.
2. Select the Printer icon to open the list in a new tab.
3. You can either print the list or export it as a PDF.

Exporting data from your books

To export data from Your Books:

1. Go to the Settings ⚙️ icon and select Export Data.
2. Choose either the Reports tab or the Lists tab depending on the data you want.
3. Use the on/off sliders to deselect items you do not want to export.
4. Use the All dates filter to select the period.
5. Select Export to Excel.

Your data will be downloaded as a zip file.