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attila-mezes-gen
Level 1

Can I download all transactions booked? What is the easiest way?

I need a downloadable csv file that includes all posts we made so far.
2 Comments 2
Deity Alpha
Level 7

Can I download all transactions booked? What is the easiest way?

Do you need to convert data to another accounting app or else?

MichaelaS
QuickBooks Team

Can I download all transactions booked? What is the easiest way?

Yes, you can download all your transactions in QuickBooks Online (QBO), Attila. Let me help you with the process.

 

The most efficient method to download all recorded transactions in QuickBooks is to generate a Transaction List report and customize it according to your needs. Please refer to the detailed steps outlined below:

 

  1. Go to the Reports menu, under Find reports by name, and select the Transaction List.
  2. Filter the transaction you want to download.
  3. Click the Export/Print dropdown, then choose Export to CSV.

 

You might want to customize the report before saving it. Check this article for more info: Customize reports in QuickBooks Online.

 

Keep me posted if you have other questions about managing your transaction. I'll be around to help. Stay safe.

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