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Everything you need to know about banking in QuickBooks Online - Discover more
josephine-gana
Level 1

How do I export bank accounts from QBS to CSV file

 
1 REPLY 1
ShiellaGraceA
QuickBooks Team

How do I export bank accounts from QBS to CSV file

Let me help with this, josephine-gana.

 

You can use the Account List report or the Account QuickReport if you want to see the transaction details when exporting bank accounts.

 

Here's how to export the Account List:

  1. Click Gear.
  2. Click Chart of Accounts.
  3. Click the Run Report button.
  4. Click the Export icon beside the Printer icon.
  5. Click Export to Excel.

To use the Account QuickReport:

  1. Click the drop-down arrow beside the View register link.
  2. Click Run report.
  3. Click the Export icon beside the Printer icon.
  4. Click Export to Excel.

You might also want to check out this article about Export limitations.

 

Please get back to me anytime if you have additional questions. Thanks for dropping by.

 

 

 

 

 

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