cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about banking in QuickBooks Online - Discover more
drjsv99
Level 1

How do I export my data including receipts?

I'd like to export all data including copies of receipts from quickbooks to backup before switching accountants.
2 REPLIES 2
jenop2
QuickBooks Team

How do I export my data including receipts?

We value the time you've taken to contact us about exporting your data from QuickBooks Online, drjsv99.  Please allow me to share some details about keeping a copy of your data before switching accountants. 

 

For now, there's no option to export the entire data out of QBO at once. However, there are a few ways to get your data out of your account.

 

To start, you can follow these steps on how to export the receipts from QBO:

 

  1. Go to the Transactions menu and proceed to the Receipts tab.
  2. Select all files that you want to export.
  3. Click Export.

 

Aside from that, many forms, lists, and reports also have a download button. You can save copies of these onto your computer's hard drive. Let me share these articles as your guide:

 

 

Allow me to share a couple of articles that may be of interest if creating a backup copy of your data is helpful:

 

 

Please let me know if you need any additional assistance when exporting or working with your QuickBooks Online data files. We're always available to provide guidance on the next steps or answer further questions.

Deity Alpha
Level 6

How do I export my data including receipts?

@drjsv99 

Is your accountant refusing to transfer Primary Admin access?

Need to get in touch?

Contact us