How To Download Quickbooks Online Data

Under tools choose export data.

How to download quickbooks online data. Periodically in qbo go to the gear tools 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. The utility will connect to quickbooks online and create the cwq format export file. To download individual documents select the blue download hyperlink on each file name or in the action column select download.

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. Under moving to quickbooks desktop select learn more. Launch the quickbooks export utility. This procedure will create a version of your financial data that you can view on a desktop copy of quickbooks. In the quickbooks version field select quickbooks online.

In the quickbooks version drop down menu select your version of quickbooks or quickbooks online. At any time the data file needs to be viewed again the file can be activated. Under download company data select learn more. In the export path field click browse and choose a location for the export data. In the export path field enter the file path or click browse to select a location for the export files.

The utility exports the data to the designated location. 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. To export team member data. Download quickbooks from one of the links above. Intuit acknowledges that if you were already using the online backup you can run data protect concurrently but intuit data protect has essentially made the online backup obsolete.

Quickbooks online backup works will all versions of quickbooks while data protect only integrates with qb 2016 and newer. Click yes to all and select next to begin your installation. You can now import the data into your working papers file. Choose your reason then select continue. Here are the simple steps you need to follow to download quickbooks desktop.