How to export QuickBooks data to CSV file

1
Import and Export Data in QuickBooks Desktop
2

• In this article, we are demonstrating how to
  import and export CSV files in QuickBooks
  Desktop. Assuming you are utilizing QuickBooks
  accounting software, you ought to know that there
  are various approaches to import and export data
  in QuickBooks software and that is the reason it
  is truly outstanding and most utilized accounting
  software on the planet. CSV files contain data in
  the even structure with (.csv) record extension.
  Go through the article to get the complete guide,
  in the event that you experience any difficulty
  in doing so then contact
• Fields of CSV files are isolated by the comma and
  that makes them viable with some other
  spreadsheet program like Microsoft Excel or
  Google Spreadsheet. In any case, in the event
  that you need, you can likewise make and alter a
  CSV document with the text editors like Notepad.

3
Import CSV file

• To import data in the CSV files then first you
  need to introduce the QuickBooks import Excel and
  CSV tool compartment. The downloaded tool
  compartment contains the following things.
• Manual for importing from Excel and CSV The
  manual will be PDF format with guidelines for
  import, featured discussions, and other accepted
  procedures that can help you.
• CSV Examples Folder In this folder, you'll get 4
  example CSV files, one for each sort of rundown.
• XLS Example Folder This folder contains an
  example Excel document that incorporates 4
  worksheets inside, one for each kind of rundown.
• Permitted fields This is a manual that clarifies
  what fields are accessible for Excel and CSV
  import.

4
Follow the steps to install the QuickBooks Import
Excel and CSV Toolkit

• To begin with, download QuickBooks Import Excel
  and CSV Toolkit document from the official Intuit
  QuickBooks website. Save it on your PC.
• It is prescribed to save the document on your
  PC's desktop page.
• From that point onward, you need to remove the
  record. For this, double tap on the
  QuickBooks_Import_Excel_and_CSV_toolkit.exe on
  your Windows desktop. By doing this, the WinZip
  File extractor window will open.
• In the following window, click on the Browse
  catch and then select a location on your PC where
  you need to introduce the program and then select
  OK.
• From that point onward, you need to remove the
  files, for this click on the Unzip button and
  when the files are separated completely click on
  the Close catch to close the WinZip
  Self-Extractor window.
• Finally, you need to open the QuickBooks Import
  Excel and CSV Toolkit folder. You can discover it
  at the location you chose in sync 4.

5
Customer and Vendors

• In the first place, go to the top menu bar and
  then open the Customer/Vendor Center.
• From that point forward, click on the Excel
  drop-down menu and then select any of the
  following alternatives.
• Select Export Customer/Vendor list choice on the
  off chance that you need to export data like
  name, contact information, and equilibriums.
• Select Export Transactions alternative on the off
  chance that you need to export transactions. From
  here, you can either transfer according to name
  or by the exchange type.
• Presently in the export window, you need to
  choose the Create a comma-isolated qualities
  (.csv) record choice.
• Then, click on the Export button.
• From that point forward, you need to choose a
  location on your PC to export files and then give
  a suitable name to the record.
• Finally, you can open the record and alter it
  according to your prerequisites.

6

• Reports

• Items

• From the top menu bar, click on the List menu and
  then select the Item List option.
• Then, click on the Excel drop-down menu and
  select the Export all items option.
• Now in the export window, you need to select the
  Create a comma-separated values (.csv) file
  option.
• Next, click on the Export button.
• After that, you need to select a location on your
  computer to export files and then give an
  appropriate name to the file.
• At last, you can open the file and edit it as per
  your requirements.

• First of all, open the report that you wish to
  export.
• At the top of the report, click on the Export
  drop-down menu.
• From the drop-down menu, select the Create New
  Worksheet option.
• Now a window named Send Report to Excel will
  open, you need to select the Create a
  comma-separated values (.csv) file option.
• Next, click on the Export button.
• After that, you need to select a location on your
  computer to export files and then give an
  appropriate name to the file.
• At last, you can open the file and edit it as per
  your requirements.

7
How to import a CSV file into Quickbooks Online

• When using the App for importing excel files into
  QuickBooks Online and importing CSV files into
  QuickBooks Online, sometimes it is necessary to
  change your email address. The email address that
  is currently used can be seen in the upper right
  corner of the screen. To change that email
  address click on the gear icon and then choose
  your account.