Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Good morning, @hameednaushad.
Thanks for taking the time to follow along with the thread and sharing your concerns.
In QBO, you can export your reports and lists into individual Excel files contained in a zip format in just one process. You'll want to make sure to filter the date period to cover year-to-date transactions. Here's how (with screenshots included):
1. Go to the Gear icon.
2. Under Tools, select Export Data.
3. On the Reports tab, set the date range to year-to-date.
4. Add items from the Reports/Lists tabs by toggling the slider.
5. Press Export to Excel.
Please know that you'll need to export non-posting transactions and attachments separately since it doesn't include in the lists. You can follow the instructions listed in this article to do so: Export reports, lists, and more.
That should do the trick. However, if you still do not see the export option, this could be due to some issues with the cache of your browser. Web browsers collect cache to save time when loading repetitive data and images. Over time these files can become outdated and corrupted, causing issues like the one with your export option missing.
I've included the links for all supported browsers that contain the steps to clear the cache below.
After clearing the cache, please make sure to restart your browser so the changes can take effect.
Please let me know if you have any additional questions or concerns. I'm always happy to lend a hand. Take care!
