cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

How do I download my transactions before I disable my account?

 
1 Comment
Highlighted
QuickBooks Team

How do I download my transactions before I disable my account?

Welcome to the Community, @eve-bergazyn. You can only download your banking transactions, miles data, and reports. Here's how: 

 

To export transactions

1. Go to the Transactions tab on the left menu.

2. Tick the box beside the Date to select all transactions.

3. Click on the Download icon located to the right next to the Search bar.

 

For miles

1. Go to Miles on the left menu.

2. Choose the miles you need to export by using the TypeTax Year and Vehicle filters.

3. Click the Download icon located to the right of the filters.

 

For reports 

1. Go to the Reports tab on the left menu.

2. Select the data you want to download, then choose the period you want to export the data for using the filter.

4. Click Download hyperlink. If Download hyperlink is not visible, click on the dropdown arrow, then choose Download.

 

You may want to check out these articles:

You'll get more details about exporting transactions from your book. 

 

Let me know if you have any other questions. I'm always around to help at any time. 

Need to get in touch?

Contact us