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Export your QuickBooks Online data

by Intuit•591• Updated 1 week ago

Learn how to export your QuickBooks Online reports, lists, and other data as an Excel file. This lets you share and access the data you need.

A lightbulb icon With QuickBooks Online Advanced, you can create your own reports using Custom Report Builder.

For a better experience, open this article in QuickBooks Online. Launch side-by-side view Open this link in a new window

Prerequisites

If you want to get more specific about the data you export, create your own reports using Custom Report Builder.

You can also use third-party apps to backup your data in QuickBooks Online.

Export your reports and lists

Export your reports and lists as Excel files in one .zip file. This lets you save info from posting transactions that impact your account balances. This includes invoices, receipts, or bills.

  1. Go to Settings ⚙ and in the TOOLS column, select Export data.
  2. Select the reason for exporting, then select Continue.
  3. On the Reports tab, set the date from the Pre-selected date ranges ▼ dropdown.
  4. Add or remove items from the Reports and Lists tabs by turning the switch on or off.
  5. Select Export to Excel.
  6. Select OK to make sure that it’s done.

Tip: If you need to export a different report, here's how to export reports to Excel.

Export non-posting transactions and other data

Export non-posting transactions that don't impact your reports.

Follow this link to complete the steps in product Open this link in a new window

  1. From the Type ▼ dropdown, select Estimates.
  2. From the Date ▼ dropdown, set the date range you want to pull transactions from.
    Tip: You can apply other filters you need. Select Export to Excel.
  3. Select Export to ExcelImage Alt Text.

Follow this link to complete the steps in product Open this link in a new window

  1. From the Transaction Type ▼ dropdown, select Purchase order.
  2. Select the FilterCustomize alternate icon. icon.
  3. Set the date range and any other filters you need, then select Apply.
  4. Select Export to ExcelImage of the Export to excel icon..

Follow this link to complete the steps in product Open this link in a new window

  1. Select the customer whose statement you need to export.
  2. From the Statements tab, select the statement that you want to export. Then, select Print.
    Note: If you can’t find the statement, you can modify the date range from the Date ▼ dropdown.
  1. Select the Download icon. Then, select the folder where you want to save your file.
  2. Select Save.
  1. Go to Settings ⚙ and in the LISTS column, select Attachments (Take me there).
  2. Select the attachments you want to export.
  3. Select the Batch actions ▼ dropdown, then select Export.

Note: Your attachments will be exported in a zip file.

Follow this link to complete the steps in product. Open this link in a new window

  1. Find and select Recurring Template List.
  2. Select exportImage of the Export to excel icon., then select Export to Excel.

Follow this link to complete the steps in product. Open this link in a new window

  1. Find and select Account List.
  2. Select the Export/Print ▼ dropdown, then select Export to Excel.
  1. Go to Settings ⚙ and in the LISTS column, select Products and services (Take me there).
  2. Select the More ▼ dropdown, then select Run reports.
  3. Select the Export/Print ▼ dropdown, then select Export to Excel.
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