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josh120
Level 1
posted
‎October 28, 2024 10:20 AM
last updated ‎October 27, 2024 4:20 PM

How do I export my journal entries for the last financial year into a CSV?

I need to export my journal entries for the last financial year to reconcile them with my bank statements and ensure I have recorded everything.   When I search transactions the Total Amount column is $0 but I need the amount on the line items.
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1 Comment 1
IntuitSheila
Level 8
‎October 28, 2024 12:33 PM

How do I export my journal entries for the last financial year into a CSV?

Hi Josh120,

 

You can run the Journal report in QuickBooks Online and export them as CSV file. Let's go to your reports tab to start with.

 

  1. Click on the Reports tab, search for Journal.
  2. Select a Report period.
  3. Click on More actions to view columns/filter you wanted to add to the report.
  4. Click on the Export/Print button and choose Export as CSV.

 

Another report you can run is Transaction List by Date. Repeat the same process when customising the report and exporting to CSV.

 

For a more detailed information, check this link for reference Print a journal entry report in QuickBooks Online.

 

Feel free to post again in the Community if you have other questions about running reports. 

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