There are four options for downloading QBO data of various scopes: company, object, item, and detailed item. All download results are available in CSV format. We offer a formatted CSV file for the following objects that allows you to import the formatted CSV into QBO directly:
- Customers
- Vendors
- Chart of Accounts
- Product and Services
- Invoices
Download QBO Company
- Go to the Dashboard page.
- Hover over the company, then click the Download button.
- Set the specific time, then click the Next button.
- The system shows a confirmation pop-up with notes. The notes are optional; you can input them when necessary. Click the Generate Link button to finish the process.
- Go to the System Status page and select the Download tab. Once the generated download link is ready, click the Download button.
Download QBO Object
- Go to the Dashboard page.
- Select a QBO company.
- Select one or multiple objects, then click the Download button.
- Set the specific time, then click the Next button.
- The system shows a confirmation pop-up with Notes. The notes are optional; you can input them when necessary. Click the Generate Link button to finish the process.
- Go to the System Status page and select the Download tab. Once the generated download link is ready, click the Download button.
Download QBO Item
- Go to the Dashboard page.
- Select a QBO company.
- Select an object.
- Select one or multiple items, or find it by inputting the keyword in the search box, then click the Download button.
- Set the specific time, then click the Next button.
- The system shows a confirmation pop-up with Notes. The notes are optional; you can input them when necessary. Click the Generate Link button to finish the process.
- Go to the System Status page >> Download banner. Once the generated download link is ready, click the Download button.
Download QBO Item Details
- Go to the Dashboard page.
- Select a QBO company.
- Select an object.
- Select an item.
- Please ensure the version you want to download is correct, then click the Download button.
- The system shows a confirmation pop-up with Notes. The notes are optional; you can input them when necessary. Click the Generate Link button to finish the process.
- Go to the System Status page and select the Download tab. Once the generated download link is ready, click the Download button.