Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
B
blacknats
March 19, 2023
Question

How do I export an accountants copy from quickbooks online?

  • March 19, 2023
  • 1 reply
  • 21 views
Please provide steps to take to export accountants copy from quickbooks online

1 reply

L
LeizylMQuickBooks Team
QuickBooks Team
March 19, 2023

Hi there, blacknats. 

 

Allow me to share some information about exporting accountants' copy from QuickBooks Online (QBO). 

 

Accountants' copy is only available in QuickBooks Desktop. You can add your accountant as a user in your Online account to allow them to log into your books. They can also make any adjustments they need to do without dealing with file transfers.

 

To add or invite an accountant user:

 

  1. Go to the Gear icon.
  2. Select Manage users.
  3. Go to the Accounting firms tab.
  4. Enter your accountant's email and click Invite.
  5. Complete the needed information and click Save.

 

Here's an article you can read for more details: Invite or remove an accountant.

 

If you don't want to add them as one of the authorized users, you can export your QBO data and save it on the flash drive. From there, you can manually send them to your accountant.

I've added this article in case you'll want to add and manage your users in QBO:  Add, delete, or change user access.

 

Feel free to drop a comment below if you need more information about the Accountant's copy. I'm always here to help. Have a great day.

M
motodp
April 4, 2023

This is awful! I don't want to share access with anyone. Is there a way to just export a file and send it to him?

    JaeAnnC
    JaeAnnC
    Level 6
    April 4, 2023

    Thanks for returning to this thread, motodp.

     

    I understand you don't want to share access with anyone in your QuickBooks Online (QBO) account. Don't worry. I can show you how to export your data from QBO so you can send them to your accountant.

     

    There are a few ways to convey your data out of QBO. Reports, forms, and lists have a download button, which allows you to save copies of these onto your computer's hard drive. 

     

    To do that:

     

    1. Go to the Gear icon, and select Export Data under Tools.
    2. On the Reports tab, set the date range.
    3. Add or remove items from the Reports and Lists by toggling the slider.
    4. Click Export to Excel.

     

    Once done, you'll see a .ZIP file containing the exported data.

     

    To export non-posting transactions and attachments, you can find the steps in this article: Export reports, lists, and other data from QuickBooks Online.

     

    If you want a continuous backup of your data, you can look for a third-party app in the QuickBooks App Store that caters to this feature. 

     

    Additionally, you'll also want to import data into QBO using Excel. For the complete steps, please visit this link: Common questions about importing data to QuickBooks Online.

     

    Keep in touch if you have additional concerns about exporting files from QBO. I'm always available 24/7 to address your questions. Take care, and have a good one!

    Need QuickBooks guidance?
    Log in to access expert advice and community support instantly.
    Terms & ConditionsAccessibility statement