QuickBooks Report Exporter

WHAT IT DOES

QuickBooks Report Exporter scans QuickBooks Online report pages and extracts structured financial data including report name, row labels, values, dates, account names, amounts, subtotals, and totals. The tool aggregates all visible rows from the current report page into a clean table and exports the data as CSV or JSON with one click. You can also copy the data to your clipboard as tab-separated text for pasting into spreadsheets. The tool works across all QuickBooks report types — Profit & Loss, Balance Sheet, Cash Flow, Sales Reports, and custom reports. Subtotals and totals can be included or filtered out on export.

WHERE IT RUNS

This userscript runs inside QuickBooks Online (app.qbo.intuit.com) in your browser, powered by the free BotGentz extension. It operates entirely on the page you are viewing — it does not send your financial data anywhere else. All data extraction and processing happens locally in your browser. The script works on any report page within QuickBooks Online.

HOW TO USE

Install the BotGentz extension, then install this userscript from the BotGentz catalogue. Navigate to any QuickBooks Online report page — Profit & Loss, Balance Sheet, Cash Flow, Sales, Expenses, or custom reports. The tool will automatically scan the page and show the number of rows found. Use the "Scan Page" button to manually refresh the data. Toggle "Include subtotals and totals" to control which rows are exported. Select which columns you want to export by toggling the checkboxes. Choose your export format (CSV or JSON) from the dropdown. Click "Export" to download the file with the report name and date in the filename. Click "Copy to Clipboard" to copy tab-separated data for pasting into spreadsheets or accounting software.

HOW IT WORKS UNDER THE HOOD

The script uses a multi-strategy extraction approach that adapts to QuickBooks Online's dynamically rendered React-based DOM. It first attempts to locate the report title using common selectors like h1.report-title or .report-title. It then searches for the report table using selectors such as table.report-table, .ReportTable, or [data-testid="report-table"]. If no table is found, it scans for any table within the report container. For each row, the script extracts data from both td and th cells, preserving header information when available. The script identifies subtotal and total rows by checking for class names like .subtotal, .total, .grand-total, or text patterns like "Total". The script handles dynamic column counts and maps values to their appropriate headers. Deduplication is applied to prevent double-counting, and the CSV export handles proper escaping of fields containing commas, quotes, or newlines.

THE PANEL

The tool runs in the BotGentz panel, a draggable floating interface that stays on top of the page. You can drag the panel by its header, collapse it to a small bubble, and resize it. The panel remembers its position per site, so it stays where you left it when you return to QuickBooks. Press Escape to close the panel when you are done. The panel includes status indicators showing how many rows were found, a format selector, subtotal toggle, and checkboxes for selecting which columns to export.

PLEASE NOTE

This tool requires the free BotGentz extension to run. QuickBooks Online frequently updates its interface — if the tool stops working, check for an updated version or report the issue. All data stays in your browser and is never sent to any external server. The tool works only on the current page; to export data from multiple pages, scan each page individually. The tool extracts visible data only and cannot access data not loaded on the current page. Financial data should be verified against original reports before making decisions.