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December 12, 2021
Question

Hi wondering if anyone knows how to take my QuickBooks data ie transactions and send them to a file to save From an I phone

  • December 12, 2021
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1 reply

December 14, 2021

Hi alexclark5,

 

Welcome to Community!  Downloading your data to your hard drive can be done effortlessly.  QuickBooks Online has the tool you need to reach your goal.  I'd be happy to assist!

 

Here's how to export your data:

 

1. Select the Gear ⚙ icon in the top right

2. Click on Export Data under Tools

3. Open the Reports tab, set the date range

4. Toggle the slider to add or remove items from the Reports and Lists tabs 

5. When you're ready, hit Export to Excel

 

Here's a helpful article for your reference, if you'd like to export other items such as non-posting transactions and attachments.

 

Please don't hesitate to reach back out if you have any other questions.  We're glad to help!