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We've got some troubleshooting steps we can perform to export all transactions to Excel in QuickBooks Online (QBO), butterflyspirit27.
We can export your reports and lists into separate Excel files stored in a zip format, all in one go. It's important to adjust the date range to include transactions from the start of the year. Here’s the process:
- Go to the Gear icon on the top menu.
- Under Tools, select Export Data.
- On the Reports tab, set the date range to year-to-date.
- Add items from the Reports/Lists tabs by toggling the slider.
- Press Export to Excel.
If you need to export non-posting transactions and attachments separately since it doesn’t include in the lists, follow the steps in this article: Export reports, lists, and more.
You can also customize your other reports if you want to export specific details of your transactions in QuickBooks. To learn more about exporting reports and customer data from the program, check out these articles:
Moreover, you can browse these articles to learn more about generating and managing reports for specific accounts or transactions:
The Community always has your back if you have any other questions about exporting your transactions or any QuickBooks-related concerns. You have a good one, butterflyspirit27.
