Export your reports to Excel from QuickBooks

Some of your reports will look different depending on whether they're in the classic view or new enhanced experience. Learn more about the new enhanced experience.

Learn how to export your reports to Microsoft Excel from QuickBooks.

Note: This article is for customers using QuickBooks Online (Advanced, Essentials, Plus, and Simple Start) and Sole Trader.

QuickBooks gives you the flexibility to generate reports to get insights about your business. And you can export them to Excel if you want to use your reports outside of QuickBooks. You can also export all your QuickBooks transaction data. We'll show you how.

How to export reports from QuickBooks to Excel

1. Go to Reports (Take me there).
2. Search for and select the report you want to export.
3. If the report opens in:
   • Classic view: Select the Export icon, then select Export to Excel.
   • New enhanced experience: Select Export/Print , then select Export to Excel.
4. QuickBooks downloads your file on your computer. You can usually find it in the Downloads folder.

Note: If you’re missing data when you open the report in Excel, you can edit the file in Excel.

Need data that isn’t found in basic reports? You can create custom reports to get the data that matters to you most.

We're here to help
If you have questions about reports or need help customising and using them, let us know. Sign in to QuickBooks and start a discussion with a qualified QuickBooks Online expert in our community.