How to Export Data from QuickBooks Online

You can easily export your QuickBooks Online reports, lists, estimates, purchase orders, customer statements, attachments, recurring templates, charts of accounts, products/services, and can download the data entered into your file to your local hard drive. Learn how to export data from QuickBooks Online reports, lists, transactions, attachments, and other data.

How to Export Data from QuickBooks Online

Process of exporting your data (reports, lists, estimates, purchase orders, customer statements, attachments, recurring templates, chart of accounts, products/services, and other data) from QuickBooks Online. Follow the below steps to learn how to export data from QuickBooks Online.

Export reports and lists

You can export the following reports and listings as individual Excel files packaged in a zip file, in a single step. To export a report or list:

• First, go to Settings then select Export Data.
• After that go to the Reports tab, and select the date range.
• To add or remove items from the Reports and Lists tabs, turn the switch on or off.
• Lastly, select “Export to Excel“.

You will be prompted to confirm that the data has been exported.

May be helpful-- QuickBooks Import and Export

Export non-posting transactions and attachments

The Exported reports will contain data from posting transactions such as invoices, receipts, bills, balances, and so on. Here’s how to export data from QuickBooks Online (non-posting data).

Estimates

• Navigate to Sales, then All Sales.
• Select Estimates from the Type dropdown menu.
• Choose a date range from the dropdown menu to get transactions.
• It should be noted that you can apply more filters as needed.
• Select the Export to Excel icon. 

Purchase Orders

• Navigate to Expenses, then Expenses.
• Choose the Filter dropdown.
• Select Purchase Order from the Type menu.
• Set your date range and any further filters you require, then click Apply.
• Select the Export to Excel icon. 

Customer Statements

• Navigate to Sales, then Customer.
• Choose the client whose statement you need to deposit.
• From the Statements tab, choose the statement you wish to export. Then choose Print or Preview.
• If you can’t find the statement, change the date range in the Date slider.
• Select the Download icon. Then choose the folder where you wish to save your work then Save.

Attachments

• Navigate to Settings then select Attachments.
• On this screen, pick the attachments you wish to export.
• Select Batch activities, then Export.

Recurring Templates

• Go to the Reports menu and then open the Recurring Template List report.
• Choose the Export icon, then Export to Excel. 

Chart of Accounts

• Go to the Reports menu then look for an account list.
• Select the Export icon, then Export to Excel.

Products & Services

• Go to Settings, then Products and Services.
• Click the More dropdown arrow, then pick Run report.
• Select the Export icon, then Export to Excel.

Learn how to export your data from QuickBooks Online Accountant

The QuickBooks experts are ready to accord professional business management solutions and technology consulting services for your growing business needs. If getting any issues while exporting data from QuickBooks Online, immediately report to the QuickBooks Proadvisor team.

Frequently Asked Questions