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Kalpesh Dedhiya
Level 1

HOW TO EXPORT DATA

 
2 Comments 2
Fiat Lux - ASIA
Level 15

HOW TO EXPORT DATA

Purchase a 3rd party conversion service or use an exporter tool

https://get.transactionpro.com/qbo

 

FritzF
Moderator

HOW TO EXPORT DATA

I'll show you how to export your QuickBooks Online (QBO) data, Kalpesh. The steps to do this are pretty quick.

 

Before we start, below are the following reports and lists you can export from QBO:

 

  • Reports: General Ledger, Profit and Loss, Balance Sheet, Trial Balance, Journal.
  • Lists: Customers, Employees, Suppliers.

 

To export your report or list, you can refer to these steps:

 

  1. In QBO, go to the Gear (Settings) icon at the top right.
  2. Under Tools, click Export Data.
  3. On the Reports tab, set the date range.
  4. Add or remove items from the Reports and Lists tabs by toggling the slider.
  5. Select Export to Excel.

 

For more information about managing and exporting data from QBO, you can refer to this article: Export data, reports, lists, and more from QuickBooks Online.

 

If you need to export a different report, here's how to export reports to Excel.

 

I also suggest visiting our website for additional tips and resources you can use in the future: Self-help articles.

 

Please leave a comment in this thread if you have follow-up questions about exporting data or anything else QBO. I'll be here to help. Take care.