CaitlinOG
QuickBooks Team

Other Questions

Hello lnacctg1625-corp,

 

QuickBooks Online allows you to export reports and other important information to PDF or Excel format, giving you flexibility when sharing your data. It's important that you're able to do this without any issues. Don't worry, I can help shed some light on this for you. 

 

The steps to export your QuickBooks Online information to Excel will depend on what you're trying to export. If you're trying to export general ledger, balance sheet and profit and loss and other list information to move your data to a new software, this is done by navigating to the Gear icon, selecting Export Data and then clicking Export. If you're trying to export a report to Excel format, this can be done by following the steps detailed in this Community article: Export your reports to Excel from QuickBooks Online

 

If you're still unable to export your information to Excel format after following the steps above, then this could be a performance issue caused by a build up of browsing data. I recommend trying the following troubleshooting steps, checking between each to see if you're now able to export the desired data to Excel: 

 

 

Please reach out if there's anything else that I can assist you with, I'm here to help!