I can help you figure out why you don't have the Export to Excel option, Elisa.
You'll have to ensure you're logged in to your account as the Primary Admin.
Also, the missing option in QuickBooks Online can be caused by too many cache files in your browser. You can perform some basic troubleshooting steps to check if it fixes the issue.
You can use these shortcut keys depending on the browser you're using:
• Google Chrome: press Ctrl + Shift + N
• Mozilla Firefox: press Ctrl + Shift + P
• Safari: press Command + Shift + N
If it works, go back to your regular browser and clear its cache. This eliminates excessive browsing history and starts the system fresh. Otherwise, switch or use a different browser.
Once done, you can start exporting your data.
- Go to the Gear icon and select Export data.
- In the Reports tab, select the date range and choose the report you want to export.
- Click Export to Excel.
- Then, go to the Lists tab and select Customers, Employees, and Suppliers, then click Export to Excel.
Next, import it to your new QBO account.
- Click the Gear icon, then select Import data.
- Select the data you want to import.
- Hit the Browser button and choose the file you export.
- Click Next, then follow the onscreen instruction.
Another option is to look for a third-party application that lets you do the tasks. Check our App store to find one that suits your business needs.
Get back to this thread if you need further assistance transferring your data. We're here to help you always.
