Step-by-step guide to export your QuickBooks Online transactions for reconciliation.
Need to export transactions from QuickBooks Online for reconciliation? Whether you're dealing with bank feed issues or want to use external reconciliation tools, this guide shows you exactly how to export your data.
Pro Tip: Export transactions regularly to avoid data loss and enable faster reconciliation with tools like ReconcileBook.
When bank feeds fail, manual export is your backup plan for reconciliation.
Use specialized reconciliation tools for better accuracy and speed.
Keep local copies of your transaction data for security and compliance.
Export data for external audits or accountant reviews.
Log into QuickBooks Online and go to the Banking section in the left sidebar.
Click on the bank account you want to export transactions from.
Use the date filter to select the period you want to export (e.g., last month, this quarter, custom range).
Look for the "Export" or "Download" button (usually in the top right). Select CSV format and download the file.
Navigate to Reports in the left sidebar of QuickBooks Online.
Search for "Transaction List" or "General Ledger" report and run it for your desired period.
Click the "Export" button and select Excel or CSV format. This gives you all transactions with more detailed information.
Once you have your QuickBooks Online transactions exported, you can use them with ReconcileBook for faster, more accurate reconciliation:
Upload both your bank statement CSV and QuickBooks transaction export to ReconcileBook.
Let ReconcileBook's smart algorithm match transactions with 90%+ accuracy.
Review suggested matches and accept or reject them with one click.
Export the reconciled data back to QuickBooks or as a PDF report.
Solution: Make sure you're in the correct view (Banking vs. Reports) and that you have the necessary permissions in your QuickBooks account.
Solution: Check your date range and ensure you're exporting from the correct account. Try using the Reports method for more complete data.
Solution: Most reconciliation tools prefer CSV format. If Excel is the only option, you can convert it to CSV in Excel.
Exporting transactions from QuickBooks Online is straightforward once you know the process. Whether you're dealing with bank feed issues or want to use specialized reconciliation tools, this method gives you full control over your data.
Export your QuickBooks data and try ReconcileBook's smart auto-matching today.
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