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Export transactions and get reports in QuickBooks Self-Employed

by Intuit • Image Alt Text 38 •
Image Alt Text Updated 5/26/2026 14:10

Learn how to review and download transactions.

There are a few ways to get transaction info in QuickBooks Self-Employed. You can go to the Reports menu and run financial reports. Or, if you want a detailed list of all your transactions, you can export them into a CSV file.

Run financial reports

  • In QuickBooks Self-Employed, go to the Reports menu.

  • Find the report you want to download.

  • Select the time period or tax year from the dropdown.

  • Select View or Download.

  • Select the arrow icon ▼ and then the Print or Download.

Download your transactions

  • Go to the Transactions menu.

  • Use the Type, Account, and Time period ▼ dropdowns to sort the transactions.

  • Select the Export Image of the Export to excel icon. icon. Note: Receipts aren't exported. You can download them from specific transactions. Or go to the Reports menu and download all of your receipts for specific tax years.

Tip: If you need to make changes or reorganize your transactions, it's best to do it in QuickBooks Self-Employed. If you reimport the CSV, some info, like categories, won't show up correctly. You need to recategorize your transactions after you import.

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