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paul333333
April 17, 2021
Question

How do I export all my transactions with receipts?

  • April 17, 2021
  • 3 replies
  • 37 views
No text available

    3 replies

    C
    Charies_M
    Level 9
    April 17, 2021

    Nice question, paul333333.

     

    I'm here to show you how to export transactions with attached receipts on them. 

     

    Here's how:

    1. Go to the Expenses menu.
    2. Find and select the expense with the receipt you want to export.
    3. Under Attachments, select the file name of the receipt.
    4. The receipt opens in a browser window. To save the receipt to your computer, right-click and select Save As… from your browser’s pop-up menu.

    For additional information about exporting receipts from QBO, check out this article: Export your receipts in QuickBooks Online.

     

    I've included a few detailed resources about managing expenses, matching transactions, and working with QBO that may come in handy moving forward:

    Please don't hesitate in sending a reply if there are any follow-up questions while working with receipts in QBO. I'll be here to help. Have a wonderful Friday!

    C
    Charies_M
    Level 9
    April 18, 2021

    Hi, paul333333.


    Hope you’re doing great. I wanted to see how everything is going about exporting all the transactions with receipts. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.


    Looking forward to your reply. Have a pleasant day ahead!

    L
    Leah Carlson
    August 27, 2021

    Appreciate the comment above that describes how to export a transaction's receipt individually; however, is there a more efficient way to export receipts in bulk?  If I have 100s of transactions, I would like to export them in a batch.

    JessT
    JessTModerator
    Moderator
    August 27, 2021

    Thanks for commenting on this thread, Leah.

     

    I see that exporting transactions with attachments in batches will speed up work. However, we have no other options, but only what Charies_M provided. If exporting transactions is your regular routine for some reason, you can look for a third-party app that offers this service for QuickBooks.

     

    1. Click the Apps menu on the left navigation bar.
    2. Search for something like transaction and attachment exporter, data exporter, or just exporter.

     

    On the other hand, if you want to search for articles or references about QuickBooks Online, just go to the QuickBooks Support page. Then, select the said product and click More topics.

     

    Please comment below if you have other questions about exporting transactions or any topics in QuickBooks. Take care always!

    G
    Grahamom
    December 2, 2021

    Seriously considering leaving Quickbooks.

    Basic functionality like exporting all receipts in bulk missing mean the whole point of uploading a Receipt to the system using the phone app is almost pointless.


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