Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months

1 reply

Fiat Lux - ASIA
Level 14
August 5, 2021

Utilize an exporter tool to export many transaction types out to XLS

https://transactionpro.grsm.io/qbo

 

Why do you need to export your data?

BettyJaneB
Level 9
August 5, 2021

Hello there, @Barbara Bernier.

 

I'd be happy to guide you in exporting your data in QuickBooks Online. This can be done in just a few clicks.

 

You can export different transactions in QuickBooks Online. Just make sure to select the data that you'd like export then save it to your local hard drive. This way, you can import them anytime.

 

To do that:

  1. Go to the Gear icon.
  2. Under Tools, select Export Data.
    Capture.PNG
  3. On the Reports tab, set the date range.
  4. Add or remove items from the Reports and Lists tabs by toggling the slider.
  5. Select Export to Excel.

If you want to export other transactions, please see this link attached on how to perform the process depending on the information that you need: Learn how to download your data from QuickBooks Online.

 

For your reference, here are some resources that you can use for more tips about exporting information and importing bank transactions in QBO:

I'll make sure you're all set. You can always get back to me if you need more help with exporting data. Have a nice day!

December 1, 2021

The "Export Data" option is not available under the Gear > Tools list anymore.  In the picture it is right between Import and Reconcile, but there is no such option now.  Is this a version thing?  or did the option move to somewhere else?