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Export reports, lists, and other data from QuickBooks Online

by Intuit•83• Updated 3 weeks ago

Learn how to download your data from QuickBooks Online.

There's a simple way to export your QuickBooks Online reports and lists. This means you can easily download the data entered into your file to your local hard drive.

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Export your reports and lists

You can export the following reports and lists into individual Excel files contained in a zip file in one process. To export your report or list:

  1. Go to Settings ⚙.
  2. Select Export data.
  3. On the Reports tab, set the date range.
  4. Add or remove items from the Reports and Lists tabs by turning the switch on or off.
  5. Select Export to Excel.

You'll be prompted with confirmation that the data has been exported.

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

Export non-posting transactions and attachments

Exported reports will include the data from posting transactions like invoices, receipts, bills, balances, and so on. Here's how to export non-posting information that's not included in Reports and Lists.

  1. Go to Sales, then All sales (Take me there).
  2. From the Type ▼ dropdown, select Estimates.
  3. From the Date ▼ dropdown, select the date range you want to pull transactions from.
    Note: You can apply other filters you need.
  4. Select the Export to Excel Image Alt Text icon.
  1. Go to Expenses, then Expenses (Take me there).
  2. Select the Filter ▼ dropdown.
  3. From the Type ▼ dropdown, select Purchase order.
  4. Set your date range and any other filters you need, then select Apply.
  5. Select the Export to Excel Image Alt Text icon.
  1. Go to Sales, then Customers (Take me there).
  2. Select the customer whose statement you need to deposit.
  3. From the Statements tab, select the statement that you want to export. Then, select Print or Preview.
    Note:  If you can’t find the statement, you can modify the date range from the Date ▼ dropdown.
  4. Select the Download icon. Then, select the folder where you want to save your file.
  5. Select Save.
  1. Go to Settings ⚙.
  2. Select Attachments.
  3. On this page, select the attachments you want to export.
  4. Select Batch actions and then Export.

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

  1. Go to Reports (Take me there).
  2. Search for the Recurring Template List report and open it.
  3. Select the Export Image Alt Text icon, then select Export to Excel.
  1. Go to Reports (Take me there).
  2. Search for Account List.
  3. Select Export Image Alt Text icon, then select Export to Excel.
  1. Go to Settings ⚙, then Products & services (Take me there).
  2. Select the More dropdown arrow, then select Run report.
  3. Select the Export Image Alt Text icon, then select Export to Excel.
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