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laassociates
Level 1

How do I download all of my files from here in QB-for all the years I've had QB onine?

 
5 Comments 5
Mark_R
QuickBooks Team

How do I download all of my files from here in QB-for all the years I've had QB onine?

Welcome to the Community, @laassociates.

 

You can consider exporting all of your data in QuickBooks to MS Excel and save it somewhere on your computer or to your flash drive. This way, you'll have a copy of your files. Let me guide you through the steps.

 

  1. In your QuickBooks Online account, click the Gear icon and select Export Data.
  2. In the Reports tab, select the date you want to export.
  3. Toggle each report, then click the Export to Excel button.
  4. Then, go to the Lists tab and toggle CustomersEmployees, and Vendors.
  5. Click Export to Excel.

Once done, you can save the file on your computer or a flash drive.

 

Here's an article you can read for more details: Export Data out of QuickBooks Online.

 

As always, feel free to visit our QuickBooks Community help website if you need tips and related articles in the future.

 

Please let me know if you need clarification about this, or there's anything else I can do for you. I'll be standing by for your response. Have a great day and be safe.

Fiat Lux - ASIA
Level 15

How do I download all of my files from here in QB-for all the years I've had QB onine?

@laassociates 

Utilize the 3rd party exporter tool

https://transactionpro.grsm.io/qbo

 

kayudesignco
Level 1

How do I download all of my files from here in QB-for all the years I've had QB onine?

When I export all data, does it include;

  • all invoices?
  • all expenses including the receipt/invoice attached to the expense entry?

Thanks!

Fiat Lux - ASIA
Level 15

How do I download all of my files from here in QB-for all the years I've had QB onine?

@kayudesignco 

You have to download all attachment data manually. If you need migrating data to another system, consider purchasing a 3rd party conversion service to include migrating certain data types (e.g attachments, purchase orders, multi currency).

Jovychris_A
Moderator

How do I download all of my files from here in QB-for all the years I've had QB onine?

Hello @kayudesignco. Thank you for joining the thread.

 

I agree with Fiat Lux - ASIA's suggestion of downloading the data manually or using third-party applications to export them. I know how much you want to export invoices and expenses and their details from QuickBooks Online. For now, we're unable to move all your invoices and expenses with the saved receipt/invoice attached to an expense entry.

 

Here's how you can search and get supported applications from the Apps menu:

  1. Go to Apps.
  2. In the Search by name or category field, enter "export".
  3. Click the application of your choice.
  4. Review the app.
  5. Once done, select Get app now.
  6. Choose Authorize and follow the application integration setup.

 

In addition, you can consider exporting a list of employees, customers, vendors, and some reports. You'll want to check this article to export non-posting transactions and attachments: Export reports, lists, and other data from QuickBooks Online.

 

Do you need to customize your sales forms? We made an article that outlines the steps: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Keep on posting here if you have other concerns in handling your data. I'm always here to assist. Stay safe and have a good one.

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