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tanyaross
Level 1

How do I export financial data (not just reports), journal entries, etc to a csv file from Quickbooks Online Essentials?

 
5 Comments 5
Deity Alpha
Level 6

How do I export financial data (not just reports), journal entries, etc to a csv file from Quickbooks Online Essentials?

Do you need to convert data to another app?

tanyaross
Level 1

How do I export financial data (not just reports), journal entries, etc to a csv file from Quickbooks Online Essentials?

Yes we are converting to Sage Intaact, Sage says they cannot assist in the export from QBO, only the import to Sage

Deity Alpha
Level 6

How do I export financial data (not just reports), journal entries, etc to a csv file from Quickbooks Online Essentials?

You can use the exporter tool

https://get.transactionpro.com/qbo

 

Another option, convert your data to QB Desktop file format and use the trial version to access your historical data for good. Then start your Sage account from scratch.

 

tanyaross
Level 1

How do I export financial data (not just reports), journal entries, etc to a csv file from Quickbooks Online Essentials?

Thanks I will check that out!

Rasa-LilaM
QuickBooks Team

How do I export financial data (not just reports), journal entries, etc to a csv file from Quickbooks Online Essentials?

We'll export your QuickBooks Online (QBO) Essentials data to Sage Intacct with the help of a migrator tool or file converter, tanyaross.

 

In addition to Deity Alpha's recommendations, we'll utilize a third-party application since QBO only allows exporting lists and reports through Excel files. The online program allows integration with several applications to optimize your work experience. Head over to the QuickBooks Apps Center to find a tool that facilitates converting your Excel file to CSV or a migration tool. From there, enter a keyword in the Search field or utilize the Categories option to speed up the process.

 

In addition, explore this article for a complete guide on how to download your data from QBO, including non-posting transactions and attachments: Export reports, lists, and other data from QuickBooks Online.

 

If you need more information to consolidate your data or answers to common questions about the import process, click on each link below for complete details:

Fill me in if you have other QuickBooks-related concerns or questions on how to export or import your data. We're always ready to provide the guidance you need.

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