How To Download Quickbooks Online Data

Periodically in qbo go to the gear tools export data.

How to download quickbooks online data. To download multiple documents select the checkbox next to each document you want to download. Select the arrow next to batch actions. Here are the simple steps you need to follow to download quickbooks desktop. Intuit will keep your quickbooks online data for one year after an active company file has been deleted. The utility exports the data to the designated location.

Specify the last transaction date and accrual method. Although quickbooks and quickbooks online can share data through odbc you will not be able to take advantage of this feature until you obtain and install an odbc driver onto your computer. Many quickbooks online users are under the impression that intuit will be able to restore any lost data if needed. Under moving to quickbooks desktop select learn more. Once the download is complete click the executable file in your computer s downloads folder.

Quickbooks online backup works will all versions of quickbooks while data protect only integrates with qb 2016 and newer. Think of the odbc driver as a middleman between the database that stores your data quickbooks and quickbooks online and the application that is requesting the data excel. In the quickbooks version drop down menu select your version of quickbooks or quickbooks online. In the quickbooks version field select quickbooks online. Choose your reason then select continue.

You can now import the data into your working papers file. Under tools choose export data. In the export path field click browse and choose a location for the export data. A pop up window appears with a quick question about your reason for exporting. With that said if you re only using parts of the data i d create a quickbooks online general journal to excel for purposes of an audit.

Download quickbooks from one of the links above. To export team member data. If you re on a mac you can also use quickbooks desktop s utility to convert the file for viewing on a mac. Under download company data select learn more. This procedure will create a version of your financial data that you can view on a desktop copy of quickbooks.