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Maybelle_S
QuickBooks Team

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It's good to see you here, @amelendez-vidalu.

 

I’m here to ensure all your data will get exported. Before that, may I know if you're unable to see the Export option in your QuickBooks Online (QBO) account? Any information can help us provide a timely fix.

 

In QBO, you can export your reports and lists into individual Excel files contained in a zip format in one just one process. You’ll want to make sure to filter the date period to cover year-to-date transactions. Here’s how:

 

1. Go to the Gear icon.

2. Under Tools, select Export Data.
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3. On the Reports tab, set the date range to year-to-date.

4. Add items from the Reports/Lists tabs by toggling the slider.

5. Press Export to Excel.
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Please know that you’ll need to export non-posting transactions and attachments separately since it doesn’t include in the lists. You can follow the instructions listed in this article to do so: Export reports, lists, and more.
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You can also customize your other reports if you wanted to export specific details of your transactions in QuickBooks.
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I'm always here if you have any other questions about exporting data. Just leave a reply below and I'll get back to you.

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