How to Export Data from QuickBooks Online and Import It into clariBI

How to Export CSV Data from QuickBooks Online and Import It into clariBI

QuickBooks Online is one of the most popular accounting platforms for small and medium businesses. By exporting your financial data into clariBI, you can unlock AI-driven insights into your revenue trends, expense patterns, cash flow health, and profitability — all through simple conversational questions.

Note: QuickBooks Online exports reports in Excel (.xlsx) format. clariBI accepts Excel files directly, so no conversion is needed.

What You Can Export from QuickBooks Online

• Profit and Loss (Income Statement) reports
• Balance Sheet reports
• Sales and invoice data
• Expense transaction details
• Customer and vendor lists
• Accounts receivable and payable aging reports
• General ledger and journal entries
• Tax summary reports

Export CSV Data from QuickBooks Online

Method 1: Export Financial Reports

1. Log in to your QuickBooks Online account at qbo.intuit.com
2. Click Reports in the left-hand navigation menu
3. Search for or select the report you want (e.g., "Profit and Loss" or "Balance Sheet")
4. Set your desired date range using the Report period dropdown or custom date fields at the top
5. Click Run report to generate the data
6. In the top-right corner of the report, click the Export icon (a small square with an arrow pointing up)
7. Select Export to Excel from the dropdown menu
8. The file will download as an .xlsx (Excel) file — you can upload this directly to clariBI

Method 2: Export Invoices and Sales Data

1. From the left navigation, click Sales, then select Invoices
2. Use the filters at the top to set your desired date range or status
3. Click the Export icon near the top-right of the invoice list (the square with an upward arrow)
4. Select Export to Excel
5. The file will download as .xlsx — you can upload this directly to clariBI

Method 3: Export Customer or Vendor Lists

1. Navigate to Sales > Customers (or Expenses > Vendors)
2. From the list view, click the Export icon in the top-right area
3. Choose Export to Excel
4. The .xlsx file will download — upload it directly to clariBI

Tips for Clean Exports

• Always set a specific date range before exporting to avoid pulling in unnecessary historical data
• QuickBooks exports as .xlsx (Excel) by default — clariBI accepts Excel files directly, so no conversion is needed
• If your report has sub-totals or grouped rows, consider using the "Flatten" or detail-level view before exporting for cleaner data

Import Your Data into clariBI

1. Log in to your clariBI account at claribi.com
2. Click Data Sources in the left sidebar
3. Click the + Add Source button (top right)
4. Under Direct Upload, select Excel Spreadsheet (or CSV File if you converted the file)
5. Enter a descriptive name (e.g., "QuickBooks - Profit and Loss Q4 2024")
6. Click the upload area or drag and drop your .xlsx file
7. Click Create Data Source

Once imported, you can ask clariBI questions like:
- "What were my top 5 expense categories last quarter?"
- "Show me monthly revenue trends for the past 12 months"
- "Which customers generated the most revenue this year?"

clariBI's AI will automatically analyze your data and suggest relevant insights.