QuickBooks export sends your MobileBiz Pro records — invoices, sales receipts, payments, customers, and products — to QuickBooks Online (QBO). You can export directly to Google Sheets in your Google Drive, or generate CSV files to share manually.
Plus feature: QuickBooks export requires an active Plus subscription. Tapping the export button without one takes you to the subscription screen.
What You'll Need
Before you start: Make sure you know which date range and record types you want to export. If you're using the Google Sheets option, have your Google account ready to authorize during setup.
Part 1 — Set Up Your Export
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Open the side menu and tap QuickBooks under FEATURES.
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Choose your export format at the top of the screen:
- Google Sheets — sheets are created directly in your Google Drive, ready to import into QBO.
- CSV — generates files on your device that you share manually to any app or service.
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If you chose Google Sheets, tap Sign in with Google in the GOOGLE ACCOUNT card and grant the requested permissions. Your account email appears once connected.
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Set your date range in the DATE RANGE card. Choose a preset (Last 30 Days, This Month, This Year, etc.) or tap Custom Range to pick specific dates.
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Turn on the toggles for the record types you want in the WHAT TO EXPORT card:
Toggle What it includes Invoices Invoices in the selected date range Sales Receipts Cash sales in the selected date range Payments Payments received in the selected date range Customers All customers (date range does not apply) Products & Services All items in your product catalog (date range does not apply) Each toggle shows the record count for the current date range. At least one toggle must be on.
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Optionally set a payment status filter in the PAYMENT STATUS FILTER card to narrow invoice and sales receipt results to Paid Only or Unpaid Only.
Part 2 — Export to Google Sheets
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If you have more than 1,000 invoices, turn on Split into 1000-row files in the EXPORT OPTIONS card. QBO has a 1,000-row import limit per file.
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Tap Export to Google Sheets at the bottom of the screen. The export runs in the background — you can navigate away while it processes.
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When the export finishes, you'll see an Export Complete screen listing each sheet created:
- Tap Open Sheet next to any sheet to open it directly.
- Tap Open in Google Drive to see the full export folder.
Sheets are saved in your Google Drive under
mobilebiz-pro/company_[id]/quickbooks/.
Part 2 (alternate) — Export as CSV
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Tap Export as CSV at the bottom of the screen. The files generate instantly on your device.
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On the CSV Export Complete screen, tap Share CSV Files to open the Android share sheet. Send the files to email, Google Drive, Dropbox, or any other app.
Heads up: CSV files are stored in a temporary location. Share them from the success screen before navigating away — they are not saved permanently to your device storage.
Good to Know
Importing into QuickBooks Online
Each data type has a different import path inside QBO:
| Data type | Where to import in QBO | Accepts |
|---|---|---|
| Invoices | Settings > Import Data > Invoices | CSV, Excel, Google Sheets |
| Sales Receipts | + New > Batch Transactions | CSV, Excel |
| Customers | Settings > Import Data > Customers | CSV, Excel, Google Sheets |
| Products & Services | Settings > Import Data > Products and Services | CSV, Excel |
| Payments | No native import in QBO | Third-party tools only (e.g., SaasAnt) |
A few things to be aware of before you import:
- Import in this order: (1) Customers, (2) Products & Services, (3) Invoices / Sales Receipts, (4) Payments. QBO requires customers and products to exist before it can import invoices that reference them.
- Invoices have a 1,000-row limit per import in QBO. If you have more than 1,000 invoice rows, use the Split into 1000-row files option (Google Sheets) or break your export into smaller date ranges (CSV).
- Sales Receipts use a different path. Go to + New > Batch Transactions in QBO, select "Sales Receipts" from the entity type dropdown, then import your file. Do not use Settings > Import Data for sales receipts.
- Payments cannot be imported natively into QBO. The Payments export is useful as a reference spreadsheet for manual entry, or for use with third-party import tools like SaasAnt Transactions.
- Both Google Sheets and CSV use the same column headers. The output is formatted to match what QBO expects for its import tool. You can use the same import template in QBO for either format.
- Customers and Products & Services export all records, regardless of the date range you set. Date filtering only applies to Invoices, Sales Receipts, and Payments.
- Disconnecting Google — tap Disconnect in the GOOGLE ACCOUNT card at any time to remove the connection. This does not affect already-exported sheets in your Drive.
Still stuck? Contact Support for help.