Embedded Files
How do I export all data from QuickBooks Online?
How do I export all data from QuickBooks Online?
Exporting data from QuickBooks Online can be useful when you want to keep a copy of your accounting information, move data to another system, or share business records with someone.
QuickBooks Online lets you export many reports, lists, transactions, and other information to Excel. However, not all data is exported from one single screen. Some information, such as estimates, purchase orders, attachments, and certain lists, needs to be exported separately.
What Data Can You Export From QuickBooks Online?
What Data Can You Export From QuickBooks Online?
QuickBooks Online allows you to export many types of business information, including financial reports and lists.
The main Export Data tool can include reports and lists such as financial reports, customer information, vendor information, and employee lists. Posting transactions that affect account balances can also be included.
Other information, such as estimates, purchase orders, attachments, recurring templates, and products and services, may require separate export steps.
How to Export Reports and Lists
How to Export Reports and Lists
The easiest way to export many types of QuickBooks Online data is through the Export Data option.
Sign in to QuickBooks Online and follow these steps:
Select Settings.
Select Export data.
Choose the reason for exporting if QuickBooks asks.
Open the Reports tab.
Select the date range you need.
Choose the reports and lists you want to export.
Select Export to Excel.
Choose where you want to save the downloaded file.
Select Save.
QuickBooks exports the selected reports and lists as Excel files in a ZIP file.
Export Individual Reports
Export Individual Reports
If you need a report that is not included in your main export, you can export it separately.
Go to Reports > Standard reports and search for the report you need.
Open the report and select Export or Export/Print, depending on the QuickBooks interface you see. Then select Export to Excel and save the file.
You can also customize some reports before exporting them if you only need specific information.
Export Customer Information
Export Customer Information
You can export customer information directly from the Customers area.
Go to All apps > Customer Hub > Customers & leads.
Select the export option next to the print option and choose Export to Excel.
You can also use the Customer Contact List report if you want to customize which customer details are included in the export.
Export Your Chart of Accounts
Export Your Chart of Accounts
Your Chart of Accounts can also be exported.
Go to Reports > Standard reports and search for the Account List report.
Open the report and select the export option. Then choose Export to Excel.
This gives you a copy of your account list that you can save outside QuickBooks.
Export Products and Services
Export Products and Services
To export your products and services, go to All apps > Sales & Get Paid > Products & services.
Select More and choose the option to run reports.
Then export the report to Excel and save the file to your computer.
Can You Export Everything at Once?
Can You Export Everything at Once?
Not always.
QuickBooks Online has an Export Data feature that lets you export many reports and lists together, but certain types of information need separate export steps. This means you may need to create several files if you want a more complete copy of your QuickBooks Online data.
If you need a more complete backup solution, Intuit also notes that third-party apps can be used to back up QuickBooks Online data.
Export QuickBooks Online Data to QuickBooks Desktop
Export QuickBooks Online Data to QuickBooks Desktop
If your goal is to move your company from QuickBooks Online to QuickBooks Desktop, the process is different from simply exporting reports to Excel.
Intuit provides a migration process that can export your QuickBooks Online company data for use in QuickBooks Desktop. QuickBooks Desktop needs to be installed and open during the migration process.
FAQs
FAQs
Can I export my QuickBooks Online data to Excel?
Yes. QuickBooks Online allows you to export many reports, lists, and other data to Excel.
Does QuickBooks Online export all data in one file?
No. Many reports and lists can be exported together, but some information must be exported separately.
Can I export QuickBooks Online transactions?
Yes. QuickBooks Online provides ways to export transaction data through reports and other export options.
Can I export QuickBooks Online data before closing my account?
Yes. If you plan to stop using QuickBooks Online, it is a good idea to export the business information you need and keep the files in a secure location.
Can I move QuickBooks Online data to QuickBooks Desktop?
Yes. Intuit provides a migration process for moving QuickBooks Online company data to QuickBooks Desktop.
Conclusion
Conclusion
QuickBooks Online provides several ways to export your business data. The Export Data tool is the easiest place to start because it allows you to export many reports and lists together.
However, some information needs to be exported separately. Estimates, purchase orders, attachments, products and services, and certain other records may require their own export process.
Page updated
Google Sites
Report abuse