How to Convert QBO to CSV? A Complete Guide

Last Updated on November 28, 2025

CSV or comma-separated values files are simple text files containing the data of a table. A comma separates each field in the file from the next one. Most spreadsheets support this format, although you can create and edit CSV files with any text editor, like Notepad. In QuickBooks Online, you have the option to convert QBO to CSV with the help of a third-party converter; however, certain lists and reports can be converted from within the app itself. We’ll cover the steps you need to know to export QBO to CSV in this blog.

Are you having issues converting your QB Online file to CSV? Contact our Accounting Helpline’s experts at 1.855.738.2784 today to streamline your procedure and fix it in no time!

What are CSV files? A Short Explanation

A CSV (comma-separated values) file is a text file that stores data from a table, such as a spreadsheet, where each line represents a row and values in each row are separated by commas. This file, hence, can be used to exchange data between different applications, such as spreadsheets and databases, because it’s simple and compatible with many programs, including QuickBooks. Let us now see how you can convert certain QuickBooks Online data to CSV.

Export CSV Files in QuickBooks Online | Guided Methods

If you don’t have MS Excel installed on your system or if you wish to view and edit your data using a different format, you can export a list as a CSV file with these methods:

Customers and Suppliers

1. Open the Customer/Supplier Centre.
2. Click on the Excel dropdown menu.
3. Then, select between the two options you see:
   • Export Customer/Supplier list: Select this option if you wish to export customer/supplier data such as name, balances, and contact information.
   • Export Transactions: Choose this option if you wish to export transactions.
4. The Export window would open.
5. Click on Create a comma-separated values (.csv) file.
6. Select Export.
7. Give the file a name.
8. Choose the location where you wish to save the file.
9. Then, locate, open, and edit the file as needed.

Items

1. Go to the Lists menu.
2. Click on Item List.
3. Then, select the Excel dropdown menu.
4. Select Export all Items.
5. The Export window would open.
6. Select Create a comma-separated values (.csv) file.
7. Hit Export.
8. Assign the file a name.
9. Choose the location where the file would be saved.

Reports

1. Open the report.
2. Click on the Excel dropdown menu at the top of the report.
3. Press the Create New Worksheet option.
4. The Send Report to Excel window would open.
5. Click on Create a comma-separated values (.csv) file.
6. Hit Export.
7. Give the file a name.
8. Choose where the file would be saved.

Export QuickBooks Online Data

1. Open the QB Online website.
2. Select the Gear icon.
3. Click on Export Data under Tools.
4. Navigate to the Reports tab.
5. Then, switch on to export the following reports to Excel (these reports contain QuickBooks transactions):
   • General Ledger
   • Balance sheet
   • Profit and loss
   • Trial balance
   • Journal
6. Now, go to the Lists tab and switch off the following lists:
   • Customers
   • Employees
   • Vendors
7. Click on Export to Excel.
8. Click on OK.

Once the export has finished, open the zip file and run the Excel file that contains a specific report. Select Enable Editing and then follow the steps given below:

1. Open the File menu.
2. Click on Save As.
3. Select the Documents folder.
4. Open the Save as type dropdown menu.
5. Click on the CSV (Comma Delimited) option.
6. Press Save.
7. Hit Yes to confirm.

QBO to CSV – A Quick View Table

In the table below is given a concise summary of this blog on the topic of converting QB Online data to CSV:

Conclusion

In this blog, we have discussed the topic of converting QBO to CSV. We provided you with a simple explanation of the CSV file and how it can be beneficial to convert your QBO data to CSV. Additionally, we provided you with the steps you can use to convert your QuickBooks Online data to CSV. If you are facing any issues while converting your data, feel free to contact our Accounting Helpline’s experts at 1.855.738.2784 today!

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Edward Martin

Edward Martin is a Technical Content Writer for our leading Accounting firm. He has over 10 years of experience in QuickBooks and Xero. He has also worked with Sage, FreshBooks, and many other software platforms. Edward’s passion for clarity, accuracy, and innovation is evident in his writing. He is well versed in how to simplify complex technical concepts and turn them into easy-to-understand content for our readers.