CSV File Export in QuickBooks Online

Read how to export data to a CSV file from QuickBooks online

To Export Data to a CSV file from QuickBooks Online, you can follow these steps:

1. Log in to QuickBooks Online: Access your QuickBooks Online account using your login credentials.

2. Navigate to the Reports Section: In the left-hand navigation menu, click on "Reports."

3. Choose a Report: Select the specific report that contains the data you want to export to a CSV file. Examples include the "Profit and Loss" report, "Customer Contact List," or "Vendor Contact List."

4. Customize the Report: Apply any necessary filters, date ranges, or other parameters to customize the report according to your needs. This step ensures that the exported data reflects your desired criteria.

5. Run the Report: Click on the "Run" or "Refresh" button to generate the report with the selected parameters.

6. Customize the Report View: Modify the report view if needed, such as rearranging or adding columns to display the desired data fields.

7. Export to CSV: Locate the export options for the report, typically represented by an icon with an arrow pointing downwards. Click on this icon and choose the "Export to CSV" or "Export to Excel" option.

8. Specify Export Options: In the export dialog box, you may have the opportunity to specify additional options such as the file name, file location, and formatting preferences. Choose the appropriate options for your export.

9. Start the Export: Click on the "Export" or "Save" button to begin the export process. QuickBooks Online will generate the CSV file with the selected report data.

10. Save the CSV file: Choose a location on your computer where you want to save the exported CSV file. It is recommended to select a location that is easy to find, such as the Downloads folder.