Exporting Quickbooks Online Sales Tax Data

We get questions every day from users who need to export their sales data from their ecommerce, shopping cart, or accounting software in CSV form. We can help with that! Many of the platform you are currently using have published instructions, but they can be difficult to find. For Quickbooks Online users, the answers turns out to be quite straight forward.
Below you’ll find step-by-step instructions for how to export your sales tax data from your Quickbooks account. Be sure to log into Quickbooks to get started.

Quickbooks Download Instructions

  1. Click on “Reports” and in the drop down menu click on “Transaction List by Date”.
  2. Click on “Customize”.
  3. Add the following columns to the report…
    • Tax Amount
    • Taxable Amount
  4. Click on “Excel” to run the report and download it.

Importing Your Quickbooks Data into TrustFile

Once you’ve saved your Quickbooks sales tax data in CSV form, you’re ready to upload it to TrustFile. Just sign into your TrustFile account, enter your company info and upload your file.
If you’re having trouble finding the file you’ve downloaded, look in the “Downloads” folder on your computer. This is often the default location downloaded files are saved. Still having issues? Let us know.