How to Export Lists From QuickBooks Online

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In this tutorial, you’ll learn how to export lists from QuickBooks Online.

Quick Instructions:

Export Customer, Employee & Vendor lists:

  1. Click the gear icon in the upper right corner
  2. Under TOOLS click Export data
  3. Click the Lists tab
  4. Select the lists you want to export
  5. Click Export to Excel

Export the Chart of Accounts:

  1. Click Accounting -> Chart of accounts
  2. Click the Run Report button on the right
  3. Click the export icon (box with an arrow)
  4. Click Export to Excel

Export Products & Services Lists:

  1. Click gear icon in the upper right corner
  2. Under LISTS click Products and services
  3. Click the export icon (box with an arrow)

Keep reading for a complete walkthrough with screenshots:

Export Customer, Employee & Vendor Lists

To begin click on the gear in the upper right corner. Under TOOLS select Export data.

Navigating to Export Data in the gear menu in QuickBooks Online

When the Export data screen opens you’ll be on the Reports tab. Click over to Lists.

Export Data lists tab in QuickBooks Online

In the lists tab you have the option to export:

  • Customers
  • Employees
  • Vendors

To the right toggle which lists you’d like to export then click the Export to Excel button.

Exporting data from for all lists in QuickBooks Online.

Export the Chart of Accounts

To export the Chart of accounts click Accounting -> Chart of accounts.

Navigating to the Chart of Accounts in QuickBooks Online

In the upper right corner click the white Run Report button.

Run Report button in the Chart of Accounts in QuickBooks Online.

On the Reports screen, you’ll see an icon to the upper right that looks like a box with an arrow. That’s the export icon. Clicking that icon drops down a menu where you can select Export to Excel.

Exporting the Chart of Accounts to Excel in QuickBooks Online.

Export Products & Services Lists

Click on the gear in the upper right corner. Under LISTS select Products and services.

Navigating to Products and Services lists in QuickBooks Online

Click the export icon (box with an arrow).

Exporting Products and Services lists in QuickBooks Online.

You now know how to export lists and the Chart of accounts from QuickBooks Online.

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Below is a video if you prefer to watch a walkthrough.

If you have any questions about exporting lists or reports from QuickBooks Online click the green button below to schedule a free consultation.

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This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.

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