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Intuit

Export transactions and trips to .csv

In addition to the reports on the Reports page, you can export your transactions and trips in QuickBooks Self-Employed to a .csv file. To do this:

  1. Sign in to your account.
  2. At the upper right just above the Category/Type on the Transactions or Mile/Trips page, select the Export icon.
  3. All the transactions from the currently selected time range, account, search criteria, and other categories are exported to the .csv file.Note: Receipts are not exported. Make sure to download them directly from the transactions.
  4. Check the exported file in the Downloads folder.

Remember!

Although categories from our product are included in the exported file, re-importing them into QuickBooks Self-Employed won't show it appropriately. You need to re-categorize them after importing.

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