Export reports, lists, and other data from QuickBooks Online

Learn how to download your data.

There’s a simple way to export your QuickBooks Online reports and lists. This means you can easily download the data entered into your file to your local hard drive.

Export your reports and lists #

You can export the following reports and lists into individual Excel files contained in a zip format in one process. To export your report or list:

1. Select the Settings ⚙ and then Export Data.
2. On the Reports tab, set the date range.
3. Add or remove items from the Reports and Lists tabs by toggling the slider.
4. Select Export to Excel.

You’ll be prompted with confirmation that the data has been exported.

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

Export non-posting transactions and attachments #

Exported reports will include the data from posting transactions such as invoices, receipts, bills, etc. balances. Here’s how to export non-posting information that’s not included in Reports and Lists.

Estimates #

1. From the left menu, select Sales (or Invoicing) then All Sales.
2. On the All Sales page, select the Filter.
3. Under Type, choose Estimates.
4. Set your date range and any other filters you need, then Apply.
5. Select Export to Excel.

Purchase Orders #

1. From the left menu, select Expenses then Expenses.
2. Select the Filter.
3. Under Type, choose Purchase Order.
4. Set your date range and any other filters you need, then Apply.
5. Select the Export to Excel icon.

Customer Statements #

1. From the left menu, select Sales (or Invoicing) then All Sales.
2. Select the Filter.
3. Under Type, choose Statements.
4. Set the date range and any other filters you need, then select Apply.
5. Select the Export to Excel icon.

Attachments #

1. Select the Settings ⚙ icon from the tool bar.
2. Under Lists, select Attachments.
3. On this page, select the attachments you want to export.
4. Select Batch Actions and then Export.

Note: Your attachments will be exported in a zip format.

Recurring Templates #

1. Select Reports from the left menu.
2. Search for Recurring Template List report.
3. Select the Export icon.

Chart of Accounts #

1. From the left menu, select Reports.
2. Search for Account List.
3. Select the Export icon, then choose Export to Excel.

Products and Services #

1. From the left menu, select Sales then Product and Services.
2. Select the More dropdown error, then select Run Report.
3. Select the Export to Excel icon.