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rsr2
Level 1
posted
‎April 17, 2023 06:56 AM
last updated ‎April 17, 2023 6:56 AM

How to download /Back up customer balance details, supplier balance details, accounts payable etc. of each year from QB? As we checked and this options not showing.

 
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1 Comment 1
Maybelle_S
QuickBooks Team
QuickBooks Team
‎April 17, 2023 07:39 AM

How to download /Back up customer balance details, supplier balance details, accounts payable etc. of each year from QB? As we checked and this options not showing.

Hello there, @rsr2.

 

Currently, downloading a report is only available in QuickBooks Online Advanced and isn't available yet in ROW.

 

In the meantime, we can export the report into Excel or print it. You can also utilize a third-party application to download the data.

 

Here's how to export:

 

  1. Go to the Reports menu.
  2. In the search bar, type Customer Balance Detail.
  3. Click the Report period drop-down, and select This Year.
  4. Select Run report.
  5. Hit Print or Export.

 

Take a look at these references for more information about exporting process:

 

 

Let me know if you have other questions about exporting reports in QuickBooks. I'm always here to help. Take care.

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