Quickbooks is the catch-all accounting solution for businesses big and small. It contains all incoming revenue and outgoing business-related expenses, all in one convenient location. Perhaps this is why it’s the #1 accounting software year after year.
There are times, however, when business owners may need to export their transactions from Quickbooks. If you’re preparing your taxes, for instance, you may want a separate copy of your transactions. Rather than going into your financial accounts, you should pull them from Quickbooks. This is a relatively easy and painless task that should only take a few minutes. So, if you need to export your transactions from Quickbooks, keep reading for a step-by-step walkthrough on how perform this task.
There are actually two different ways to export transactions from Quickbooks, the first of which requires a transaction type for two more customers, vendors or employees. If you need to analyze or exchange filtered data, you should use this option. This is done by logging into your account and choosing the Find window. After accessing the Transaction Type menu, choose Invoice followed by the Find button. This should reveal the location of your transactions, after which you can click the export button to export them.
The export window offers several different options, including the ability to save the exported data as a comma separated value or Excel workbook. Keep in mind that exports using the Excel format are only compatible with Microsoft Excel versions 2000 and newer. If you have an older version, you should choose a different file format for your exported transactions. Also, the Advanced tab offers several additional customization features, which can you choose if needed. After selecting your preferred options, click Export to export the transactions.
The second method for exporting transactions involving the Customer Center. To do this, open the Customer Center and select the customer whose data you would like to export. Next, click the Excel button in the toolbar, then click the Export Transactions menu in the window below. After choosing the Export menu, you should see the transactions from the customer. From here, you can filter them by changing the values in the respective drop-down menu, or you can leave them as is. Once finished, you can export the transactions by proceeding with the on-screen instructions. It’s important to note that exporting transactions using this method does not offer the ability to save the transactions as a .csv file. Rather, you’ll have to use a different option, such as Microsoft Excel.
Did this tutorial work for you? Let us know in the comments section below!