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cybergap2
Level 1

There is no "Export" icon on screen. How do I export specific transactions in SelfEmployed?

 
1 Comment 1
JamesAndrewM
QuickBooks Team

There is no "Export" icon on screen. How do I export specific transactions in SelfEmployed?

I'd be happy to walk you through the steps on how to export your transactions from your QuickBooks Self-Employed.

 

In QuickBooks Self-Employed, there are several methods to obtain transaction information. You can access them through financial reports, by going to the Reports menu. Alternatively, you can create a CSV file for a comprehensive list of all your transactions.

 

To download your transactions:

 

  1. In QuickBooks Self-Employed, go to the Reports menu.
  2. Find the report you want to download.
  3. Select the period or tax year from the dropdown.
  4. Pick View or Download.
  5. Choose the arrow icon ▼ and then Print or Download.

 

To download your transactions:

 

  1. Go to the Transactions menu.
  2. Use the TypeAccount, and Time Period ▼ dropdowns to sort the transactions.
  3. Choose the Export icon.

 

For detailed information, refer to this article: Export transactions and get reports in QuickBooks Self-Employed.

 

I'm adding these articles you can use in the future:

 

 

If you have further concerns regarding moving your QBSE transactions, feel free to comment below. We are always available to back you up. Have a great day ahead!

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