Hi @rick142
QuickBooks Self-Employed has slightly different export options compared to the more comprehensive QuickBooks Online, you can definitely get a good chunk of your data out. Here's how you can do it, step by step:
The Main Way to Export Your Data: Transactions List
This will give you a detailed spreadsheet of all your income and expenses.
Go to your Transactions page: Once you're logged into your QuickBooks Self-Employed account (either on the website or through the mobile app, though the website offers more robust export options), navigate to the section where you see all your transactions listed. This is usually labeled "Transactions."
Look for an Export or Download option: On the website version, you should see an option to export or download your transactions. This might be a button that says "Export," "Download," or it might be an icon that looks like an arrow pointing downwards or a file. It's often located near where you can filter or sort your transactions.
Choose the Date Range: You'll likely be asked to select the date range for the data you want to export. You can usually choose from preset options like "This Year," "Last Year," or you might be able to set a custom date range to include all your data. If you want everything, make sure to select a date range that covers the entire period you've been using QuickBooks Self-Employed.
Select the File Format: QuickBooks Self-Employed usually exports this data as a CSV (Comma Separated Values) file. This is a common file format that can be opened by most spreadsheet programs like Microsoft Excel, Google Sheets, or Numbers on a Mac.
Click "Export" or "Download": Once you've selected your date range and the file format, click the button to start the export process. Your browser will likely download the CSV file to your computer's default downloads folder.
