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How to Run and Export Reports in the Originating QuickBooks Online File

by | Oct 22, 2020

While preparing a QuickBooks Online (QBO) file for copy, there are specific reports you should run whether you are using Rewind QuickBooks Online file copy or doing it manually. It is always good to have a file for a certain point in time whenever you are doing anything to a file.

In this guide, learn how to:

  • Quickly export reports.
  • Find reports you should export.

 

 

Exporting Reports

You can quickly export some of the basic reports by clicking the “Gear” icon and then going to “Export Data.”

 

 

These reports will be exported for that chosen moment in time. Export them to Excel and store these files in an easily accessible location because you will need to upload them later. For anything else, click “Reports” and find the files one at a time.

“Profit and Loss” will be easy to find. However, you should look for any of the other reports and export them as well. Export the final reconciliation reports. Also export the reports for accounts receivable, accounts payable, and payroll. Use the search bar, which has a predictive type, to find the reports you need.

Backup QuickBooks Online today

Backup QuickBooks Online today

For more information about Rewind, please visit rewind.io. Or, learn more about how to backup Shopify, backup BigCommerce, or backup QuickBooks Online.

Kellie Parks
Kellie Parks
Kellie Parks is a relentless organizer and believes cloud financial technology is the key to organization. She is the founder of SaaSy Accounting and Calmwaters Accounting and a Certified Professional Bookkeeper with Calmwaters Accounting. When she isn't coaching forward-thinking financial professionals in the future of accounting, she can typically be found with her partner and dogs at their 100-year-old lakeside cabin (that is chronically under renovation).