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bigchickmary
Level 1

How do I export my personal transactions

 
Solved
Best answer December 13, 2020

Best Answers
JasroV
QuickBooks Team

How do I export my personal transactions

Nice to see you in the Community space, @bigchickmary

 

Exporting transactions from your QuickBooks Self-Employed (QBSE) account is quick and easy. Just a few steps and we are good to go. Allow me to guide you through the steps:

 

  1. Go to the Transactions menu.
  2. Select Personal from the customize drop-down menus (make some customization if necessary).
  3. Click the Export (download) icon from the far right side of the page.1.JPG
  4. Your personal transactions will be exported to MS Excel.

Furthermore, I’m adding this article that you can use for future reference: Categorize transactions in QuickBooks Self-Employed. This link can walk you through the steps in categorizing your transactions effectively in the future.

 

Keep me posted if you have other questions exporting or managing your transactions in QBSE. I’ll be around ready to back you up. 

View solution in original post

1 Comment
JasroV
QuickBooks Team

How do I export my personal transactions

Nice to see you in the Community space, @bigchickmary

 

Exporting transactions from your QuickBooks Self-Employed (QBSE) account is quick and easy. Just a few steps and we are good to go. Allow me to guide you through the steps:

 

  1. Go to the Transactions menu.
  2. Select Personal from the customize drop-down menus (make some customization if necessary).
  3. Click the Export (download) icon from the far right side of the page.1.JPG
  4. Your personal transactions will be exported to MS Excel.

Furthermore, I’m adding this article that you can use for future reference: Categorize transactions in QuickBooks Self-Employed. This link can walk you through the steps in categorizing your transactions effectively in the future.

 

Keep me posted if you have other questions exporting or managing your transactions in QBSE. I’ll be around ready to back you up. 

View solution in original post

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