---
title: "QuickBooks Desktop Export: Exporting Data from Rev.io"
url: "https://help.psarev.io/en/article/quickbooks-desktop-export-exporting-data-from-revio"
language: "en"
last_updated: "2026-06-04T21:02:43.807Z"
---

# QuickBooks Desktop Export: Exporting Data from Rev.io

This article walks you through exporting financial data from Rev.io for import into QuickBooks Desktop. See the [QuickBooks Desktop Export: Overview](https://help.psarev.io/en/article/quickbooks-desktop-export-overview) article for prerequisites before getting started.

### Navigating to the Export Tool

1.  Log in to Rev.io and navigate to **Admin** in the main navigation.
2.  Click **Bulk Tools**.
3.  Select **QuickBooks Desktop Export**.

### Selecting Data to Export

You will see four options for the type of data you can export. You can select one, multiple, or all entity types at once. Use the **Select All / Deselect All** link to quickly toggle all options. The following entity types are available for export.

#### **Customers**

| **Field** | *Description* |
| --- | --- |
| **Customer Name** | *Full customer or company name.* |
| **Active** | *Whether the customer is active (1) or inactive (0).* |
| **Contact Phone** | *Primary phone number.* |
| **Email** | *Primary email address.* |
| **Bill To Line 1** | *Billing address line 1.* |
| **Bill To Line 2** | *Billing address line 2.* |
| **Bill To City** | *Billing city.* |
| **Bill To State** | *Billing state or province.* |
| **Bill To Postal Code** | *Billing ZIP or postal code.* |
| **Bill To Country** | *Billing country.* |
| **Account Number** | *Rev.io account number.* |

#### **Invoices**

| **Field** | *Description* |
| --- | --- |
| **Customer** | *Customer name the invoice belongs to.* |
| **Reference Number** | *Invoice number.* |
| **Transaction Date** | *Invoice date.* |
| **Item** | *Product or service name for the line item.* |
| **Description** | *Line item description or notes.* |
| **Quantity** | *Number of units.* |
| **Price** | *Price per unit. QuickBooks calculates the line total automatically.* |

#### **Payments**

| **Field** | *Description* |
| --- | --- |
| **Customer Name** | *Customer who made the payment.* |
| **Check Number** | *Payment grouping key (payment ID from Rev.io).* |
| **Amount** | *Payment amount.* |
| **Transaction Date** | *Date payment was received.* |
| **Payment Method** | *How the payment was made, such as check or credit card.* |
| **Apply To Invoice** | *Invoice number the payment applies to.* |
| **Memo** | *Additional payment notes including the original reference number.* |

#### **Purchase Orders**

| **Field** | *Description* |
| --- | --- |
| **Vendor** | *Vendor or supplier name.* |
| **PO Number** | *Purchase order number.* |
| **Transaction Date** | *PO date.* |
| **Expected Ship Method** | *Shipping method.* |
| **Vendor Message** | *Message to the vendor.* |
| **Memo** | *Internal memo or notes.* |
| **Ship To Entity** | *Ship-to company or contact name.* |
| **Ship To Line 1** | *Shipping address line 1.* |
| **Ship To Line 2** | *Shipping address line 2.* |
| **Ship To City** | *Shipping city.* |
| **Ship To State** | *Shipping state or province.* |
| **Ship To Postal Code** | *Shipping ZIP or postal code.* |
| **Ship To Country** | *Shipping country.* |
| **Item** | *Product or part name.* |
| **Description** | *Line item description.* |
| **Quantity** | *Number of units ordered.* |
| **Rate** | *Cost per unit.* |
| **Mfg Part Number** | *Manufacturer part number or SKU.* |

### Choosing a Date Range

Select the date range for your export. The following options are available.

| **Option** | *Description* |
| --- | --- |
| **Since Last Export** | *Exports all records created or modified since your last successful export. Recommended for ongoing use to avoid duplicate data.* |
| **Last 7 Days** | *Exports records from the past week.* |
| **Last 30 Days** | *Exports records from the past month.* |
| **Last 90 Days** | *Exports records from the past three months.* |
| **Custom Range** | *Select specific start and end dates using the date picker.* |

| **NOTE:** Export in date ranges of six months or less for best performance. Larger ranges may take longer to process and could result in timeouts. If you need data beyond six months, run multiple exports in smaller increments. |
| --- |

### Downloading Your Files

1.  After selecting your data types and date range, click **Export CSV**.
2.  The system will process your export and display the record count for each entity type.
3.  Download each CSV file individually using the dropdown arrows next to each data type name.
4.  When you are done downloading, click **Finish**. Your export will be recorded in the export history at the bottom of the page, showing the date, data types, record counts, and whether the export succeeded or failed.

| **NOTE:** If an export fails, click **Retry** to run it again. The error message will indicate what went wrong. |
| --- |