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Export your QuickBooks Online data
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.
With QuickBooks Online Advanced, you can create your own reports using Custom Report Builder.
Prerequisites
If you want to get more specific about the data you export, create your own reports using Custom Report Builder.
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.
Go to Settings ⚙ and in the TOOLS column, select Export data.
Select the reason for exporting, then select Continue.
On the Reports tab, set the date from the Pre-selected date ranges ▼ dropdown.
Add or remove items from the Reports and Lists tabs by turning the switch on or off.
Select Export to Excel.
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.
Estimates
Go to All apps
, then Sales & Get Paid, then Sales transactions (Take me there).From the Type ▼ dropdown, select Estimates.
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.Select Export to Excel
.
Purchase Orders
Go to All apps
, then Expenses & Bills, then Expense transactions (Take me there).From the Transaction Type ▼ dropdown, select Purchase order.
Select the Filter
icon.Set the date range and any other filters you need, then select Apply.
Select Export to Excel
.
Customer Statements
Go to All apps
, then Customer Hub, then Customers & leads (Take me there).Select the customer whose statement you need to export.
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.Select the Download icon. Then, select the folder where you want to save your file.
Select Save.
Attachments
Go to Settings ⚙ and in the LISTS column, select Attachments (Take me there).
Select the attachments you want to export.
Select the Batch actions ▼ dropdown, then select Export.
Note: Your attachments will be exported in a zip file.
Recurring Templates
Go to Reports
, then Standard reports (Take me there).Find and select Recurring Template List.
Select export
, then select Export to Excel.
Chart of accounts
Go to Reports
, then Standard reports (Take me there).Find and select Account List.
Select the Export/Print ▼ dropdown, then select Export to Excel.
Products and Services
Go to All apps
, then Sales & Get Paid, then Products & services (Take me there).Select the More ▼ dropdown, then select Run reports.
Select the Export/Print ▼ dropdown, then select Export to Excel.
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