We just migrated to QuickBooks online recently. I went to download the profit and loss report into excel but i do not see the Export Data option under settings. Has anyone experienced this? Admin person has the option but i and the other staff don't . She has given us all the permissions but we still do not see it.
I'll share information about accessing the Export data option in QuickBooks Online (QBO), @MaureenW.
In QBO, it is correct that only users with admin access can see the Export data option. Standard users even those with all access are unable to use this. You can read this reference for more details: User roles and access rights in QuickBooks Online.
As a workaround, you can open the Profit and Loss report and export it there. Here's how:
For guidance, feel free to check this link: Export your reports to Excel from QuickBooks Online.
It's also easy to make some modifications to ensure the reports you run only show the data you need. For detailed instructions, see this reference: Customize reports in QuickBooks Online.
I'm just a post away from providing additional help if you have other concerns about managing QuickBooks. Please don't hesitate to leave a reply below. Have a good one.
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