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QuickBooks Online

How to export your books from QuickBooks Online

Takes less than 15 minutes of your time

Leaving QuickBooks? Export everything first: one zip of your data and 20 reports. Together they keep your whole history and let your next bookkeeper check every figure. Here is every click, with a picture of each screen.

Export them in one sitting, so the files agree. Exporting only reads your books. Nothing changes in QuickBooks.

21 files to export

Your data

Reports for all dates

Reports for last year

Your data

Export data zip

Open Export dataSettings → Tools → Export data

Step 1 of 3QuickBooks asks why you are exporting. Pick any answer, then click Continue.

QuickBooks' Export data page, asking why you are exporting, with a Continue button
The Reports tab of Export data, the date range on All dates and every report switched on
The Lists tab of Export data, with the Export to Excel button at the bottom right
QuickBooks' Reports page with General Ledger typed in the search box and found below it

Then bring them to ProveBooks.

Drop the files in as they came. We rebuild your books from them and check every figure against your QuickBooks reports. If one doesn’t match, a bookkeeper reviews your books and emails you when they’re ready.

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