We just migrated to QuickBooks online recently. I went to download the profit and loss report into excel but i do not see the Export Data option under settings. Has anyone experienced this? Admin person has the option but i and the other staff don't . She has given us all the permissions but we still do not see it.
Solved! Go to Solution.
I'll share information about accessing the Export data option in QuickBooks Online (QBO), @MaureenW.
In QBO, it is correct that only users with admin access can see the Export data option. Standard users even those with all access are unable to use this. You can read this reference for more details: User roles and access rights in QuickBooks Online.
As a workaround, you can open the Profit and Loss report and export it there. Here's how:
For guidance, feel free to check this link: Export your reports to Excel from QuickBooks Online.
It's also easy to make some modifications to ensure the reports you run only show the data you need. For detailed instructions, see this reference: Customize reports in QuickBooks Online.
I'm just a post away from providing additional help if you have other concerns about managing QuickBooks. Please don't hesitate to leave a reply below. Have a good one.
I'll share information about accessing the Export data option in QuickBooks Online (QBO), @MaureenW.
In QBO, it is correct that only users with admin access can see the Export data option. Standard users even those with all access are unable to use this. You can read this reference for more details: User roles and access rights in QuickBooks Online.
As a workaround, you can open the Profit and Loss report and export it there. Here's how:
For guidance, feel free to check this link: Export your reports to Excel from QuickBooks Online.
It's also easy to make some modifications to ensure the reports you run only show the data you need. For detailed instructions, see this reference: Customize reports in QuickBooks Online.
I'm just a post away from providing additional help if you have other concerns about managing QuickBooks. Please don't hesitate to leave a reply below. Have a good one.
@DivinaMercy_N Thank you so much for your help. I was able to use the work around. I appreaciate your help
@DivinaMercy_N . Thank you so much for your help. I was able to use the workload. I appreciate your help.
Hello, MaureenW.
Thank you for getting back in this thread and verifying that my colleague's suggestions above worked for you. It's our goal to help you get the most out of QuickBooks.
We're glad to help you with any issue relating to QuickBooks. If there's more, add them below. Have a great day!
I can't export a list of invoices for the past quarter. I read an answer to someone's question that said you need admin access. how do you get that?
I'm here to share some details on how you can export your invoice list, ReineW.
I'd like to know if you've encountered any prompt message while exporting your data. This way, we can provide an accurate solution to your problem.
For you to export the invoice list, you can request your primary admin to have access as a company admin since they can manage all users and other admin tasks. You can refer to this article for more details: User roles and access rights in QuickBooks Online.
After obtaining access, you can follow these steps for exporting your invoice lists:
Furthermore, you can check out this article in case you want to save the current customization of your report: Memorize reports in QuickBooks Online.
Let me know if you have any further questions about exporting your invoice list from QuickBooks Online. I'm always here to help.
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