Complete guide to all available data types and reports you can export from your QuickBooks Online account.
QuickBooks exports are organized by data types, with each type creating a separate tab in your Google Sheet. There are three main categories: Transactional Data (invoices, payments, etc.), Financial Reports (Profit & Loss, Balance Sheet, Cash Flow, etc.), and Detail Reports (General Ledger, Transaction List, etc.).
Transactional data represents the day-to-day business transactions in your QuickBooks account. These data types support column selection and can be configured to append or replace data.
Description: Sales invoices with details about customers, amounts, dates, and status.
Key Columns: Invoice ID, Invoice Number, Date, Due Date, Customer Name, Customer ID, Total Amount, Balance Due, Private Note, Customer Memo, Bill Email, Ship Date, Tracking Number, Print Status, Email Status, Exchange Rate, Currency, Status
Use Cases: Track sales, monitor outstanding invoices, analyse revenue by customer, track payment status
Description: Customer contact information and details.
Key Columns: Customer ID, Display Name, Company Name, First Name, Last Name, Email, Phone, Mobile, Fax, Billing Address (Line 1, Line 2, City, State, Postal Code, Country), Shipping Address, Balance, Balance With Jobs, Active, Taxable, Notes
Use Cases: Maintain customer database, segment customers, analyse balances
Description: Vendor/supplier contact information and details.
Key Columns: Vendor ID, Display Name, Company Name, First Name, Last Name, Email, Phone, Mobile, Fax, Billing Address, Balance, Active, 1099 Vendor, Tax ID, Account Number, Print On Check Name
Use Cases: Maintain vendor database, track supplier balances, manage 1099 vendors
Description: Payment records linked to invoices.
Key Columns: Payment ID, Date, Customer Name, Customer ID, Total Amount, Unapplied Amount, Payment Method, Deposit Account, Deposit Account ID, Reference Number, Private Note, Process Payment, Exchange Rate, Currency
Use Cases: Track payment history, reconcile payments, analyse payment methods
Description: Bills (accounts payable) from vendors.
Key Columns: Bill ID, Bill Number, Date, Due Date, Vendor Name, Vendor ID, Total Amount, Balance Due, Private Note, AP Account, AP Account ID, Exchange Rate, Currency
Use Cases: Track accounts payable, monitor vendor bills, analyse expenses
Description: Purchase transactions from vendors.
Key Columns: Purchase ID, Doc Number, Date, Payment Type, Account, Account ID, Entity Name, Entity ID, Entity Type, Total Amount, Private Note, Print Status, Is Credit, Exchange Rate, Currency
Use Cases: Track purchase spending, analyse expenses by vendor, monitor purchase activity
Description: Chart of accounts with account codes and details.
Key Columns: Account ID, Name, Full Name, Account Type, Account Sub Type, Classification, Current Balance, Balance With Sub Accounts, Account Number, Description, Active, Is Sub Account, Parent Account, Tax Code, Currency
Use Cases: Maintain chart of accounts, analyse account structure, track balances
Description: Products and services that can be used on invoices and bills.
Key Columns: Item ID, Name, Full Name, Type, Description, Unit Price, Purchase Cost, Purchase Description, Quantity On Hand, Inventory Start Date, Income Account, Expense Account, Asset Account, Active, Taxable, Track Quantity, SKU
Use Cases: Track product/service catalog, manage inventory, analyse item performance
Description: Estimates/quotes sent to customers.
Key Columns: Estimate ID, Estimate Number, Date, Expiration Date, Customer Name, Customer ID, Total Amount, Status, Accepted By, Accepted Date, Private Note, Customer Memo, Bill Email, Print Status, Email Status, Currency
Use Cases: Track quotes, monitor conversion rates, analyse estimate pipeline
Description: Credit memos issued to customers.
Key Columns: Credit Memo ID, Credit Memo Number, Date, Customer Name, Customer ID, Total Amount, Remaining Balance, Private Note, Customer Memo, Bill Email, Print Status, Email Status, Currency
Use Cases: Track refunds and credits, monitor credit memo usage, analyse customer credits
Description: Manual journal entries.
Key Columns: Journal Entry ID, Doc Number, Date, Total Amount, Is Adjustment, Private Note, Exchange Rate, Currency, Tax Detail
Use Cases: Track manual adjustments, analyse journal entries, audit trail
Financial reports provide summarized financial information. Reports must be explicitly enabled using the "Export [Report Name]" checkbox. Some reports have specific configuration options.
Description: Profit and loss statement showing income, expenses, and net profit. Displayed in a hierarchical format with section headers, indented accounts, and totals.
Columns: Account Name, Period columns (dynamically generated based on Summarize By setting and date range)
Options:
Use Cases: Financial performance analysis, period-over-period comparison, profitability tracking
Description: Balance sheet showing assets, liabilities, and equity. Displayed in a hierarchical format with section headers, indented accounts, and totals.
Columns: Account Name, Period columns (dynamically generated based on Summarize By setting and date range)
Options:
Use Cases: Financial position analysis, asset/liability tracking, equity analysis
Description: Cash flow statement showing operating, investing, and financing activities. Displayed in the same hierarchical format as Profit & Loss.
Columns: Account Name, Period columns (dynamically generated based on Summarize By setting and date range)
Options:
Use Cases: Cash flow analysis, liquidity tracking, operating/investing/financing breakdown
Description: Trial balance showing all account balances with debit and credit columns.
Columns: Report Date, Account Name, Account Type, Debit, Credit, Date Exported
Options:
Use Cases: Account reconciliation, balance verification, audit preparation
Description: Tax summary report showing taxable amounts and tax amounts by tax code. Shows GST data for Australian companies and Sales Tax data for US companies, based on your QuickBooks company's locale.
Columns: Tax Name, Taxable Amount, Tax Amount, Date Exported
Options:
Use Cases: Tax compliance, GST/Sales Tax reporting, tax reconciliation
Detail reports provide transaction-level data from QuickBooks reports. These work like standard data tabs with column selection and optional append mode.
Description: Detailed transaction data grouped by account, showing every transaction that affected each account during the date range.
Key Columns: Date, Account, Transaction Type, Num, Name, Memo/Description, Split, Amount, Balance, Date Exported
Use Cases: Account-level transaction detail, audit trail, account reconciliation, detailed financial analysis
Description: Revenue summary broken down by customer.
Key Columns: Customer, Total, Date Exported
Use Cases: Customer sales analysis, revenue by customer, sales performance tracking, top customer identification
Description: Journal report showing all journal entries with debit and credit amounts per account.
Key Columns: Date, Transaction Type, Num, Name, Memo/Description, Account, Debit, Credit, Date Exported
Use Cases: Detailed journal analysis, debit/credit tracking, transaction verification, bookkeeping review
Description: A flat list of all transactions in date order across all accounts.
Key Columns: Date, Transaction Type, Num, Name, Memo/Description, Account, Split, Amount, Open Balance, Balance, Date Exported
Use Cases: Complete transaction history, date-range filtering, transaction search, comprehensive audit trail
Aging reports show outstanding amounts grouped by how long they have been overdue. These work as standard data tabs with column selection.
Description: Aged receivables report showing outstanding customer invoices grouped by aging buckets.
Key Columns: Report Date, Customer Name, Current, 1-30 Days, 31-60 Days, 61-90 Days, Over 90 Days, Total, Date Exported
Use Cases: Monitor outstanding receivables, identify overdue accounts, cash flow management, collections prioritization
Description: Aged payables report showing outstanding vendor bills grouped by aging buckets.
Key Columns: Report Date, Vendor Name, Current, 1-30 Days, 31-60 Days, 61-90 Days, Over 90 Days, Total, Date Exported
Use Cases: Monitor outstanding payables, manage vendor payments, cash flow planning, payment scheduling
For transactional data and detail reports, you must select at least one column to enable the export. Use the "Select All" and "Deselect All" buttons to quickly manage your selections.
For financial reports (Profit & Loss, Balance Sheet, Cash Flow, Trial Balance, Tax Summary), you must check the "Export [Report Name]" checkbox to enable the report. Once enabled, you can configure report-specific options like Summarize By and Accounting Method.
To compare multiple periods in Profit & Loss, Balance Sheet, or Cash Flow reports, set the export date range to cover the time span you want (e.g. "This year") and choose a Summarize By value (Monthly, Quarterly, or Yearly). The export will include one column per period within that range.
The Tax Summary report automatically shows the correct tax data for your QuickBooks company's locale: GST for Australian companies, Sales Tax for US companies.
