Thanks for dropping your concern here in the thread, maint. Let me help you on how to export the transactions in QuickBooks Self-employed (QBSE).
Getting your transactions from QBSE has a few ways. Either have a financial report or export the transaction into a CSV file if you want a detailed list of the transactions. Follow the steps below on how.
Running financial reports
- In your QBSE, go to the Reports menu.
- Decide the report you want to download and select the period or tax year from the dropdown.
- Choose View or Download.
- Select Print or Download in the dropdown arrow.
Downloading your transactions
- Go to the Transactions menu. Use the Type, Account, and Time period dropdown in sorting the transactions.
- Click the Export icon. To include the recipients, you must download them from specific transactions.
- You can also go to the Reports menu and download the receipts for the particular tax years.
On the other hand, I recommend reviewing this article to guide you on exporting the receipts from QBSE: Export receipts from QuickBooks Self-Employed.
Don't hesitate to drop additionally your concerns here. I'm more than happy to assist. Have a great day!
