You can export your data to Excel, georgesaab.
This way, you'll have a copy of your own QuickBooks file. Here's how:
- Go to the Settings icon from the toolbar.
- Under Tools, select Export Data.
- On the Reports tab, set the date range.
- Add or remove items from the Reports and Lists tabs by toggling the slider.
- Select Export to Excel.
For more details, please see this article: Export Data, Reports, Lists, and More from QuickBooks Online.
Aside from exporting, you can also look for a third-party application that offers this functionality. I'll show you how:
- On the left panel, click Apps.
- Go to the Find Apps tab.
- Use the search bar to look for an app.
Additionally, I've added an article that'll help you filter your data to focus on the details that matter the most to you: Customise Reports in QuickBooks Online.
Stay in touch if you need additional assistance in managing your QuickBooks data. I’ll be right here to answer them for you. Enjoy the rest of the day.
