Export / import bank register

Hi there, Jack. Yes, there's a way to export a copy of your bank register. I can show you the steps to get a copy of data in QuickBooks Online (QBO).

You can get a copy of your bank register by going to your Chart of accounts.

Here's how:

1. Go to the Gear icon and select Chart of accounts.
2. Look for the account you want to get a copy with and select View Register.
3. On the top right corner of the page, click the Export icon.

After exporting it, you can view the file that can be found in your computer documents.

Another option is to run a Transaction Detail by Account report. This way, you can display your records and filter them all the way back to 2002.

Here's how:

1. On the left panel of your account, click Reports.
2. Enter Transaction Detail by Account in the search bar.
3. On the Report period, click the dropdown arrow and select All Dates.
4. Click the More actions dropdown, then select Export to Excel or Export as CSV.

Additionally, you can refer to this article to learn about managing your bank transactions while importing them into QBO:

• Categorize online bank transactions in QBO
• Match online bank transactions in QBO

Your success in managing your transactions is essential for your business. If you have more questions about exporting/importing transactions, let's address them together. I'm here to make sure you have the support you need to keep things running smoothly.

Thanks - the issue I' having is that only exports records to a certain point - record 2501 of 13749 (page 51 of 275). Is there a way to set a range to export all? Thanks.

Good evening, @JackD.

Thanks for taking the time to get back to us. I hope you're having a great day so far. 

I recommend running a quick report of the account and then exporting the report to Excel. This way all of your data can be exported at the same time. I'm including some steps to walk you through the process below. 

1. Open the account register.
2. Click on the drop-down arrow next to View Register.
3. Choose Run Report.
   • 
4. Customize the date range of the report as you see fit.
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5. Tap on Export to Excel.
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That should do the trick. Please don't hesitate to let me know if you have any additional questions or concerns. Take care!