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November 4, 2020
Question

Hello How do I download my account transactions from QuickBooks into excel please? Been looking but can’t find where Thank you Suzanna

  • November 4, 2020
  • 1 reply
  • 1 view
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1 reply

Level 13
November 4, 2020

Hi suzanna-jones,

 

You can export the bank transactions by going to Transactions > Reviewed > Select the small export icon to the right above the action column. 

 

For further export options, select the Cogwheel > Export Data. Please get back to us below if you can't get the data you need from here!