How to Save QuickBooks Desktop Reports as Excel Workbooks

QuickBooks Desktop is one of the strongest accounting software options available for all size businesses. With the help of detailed reports that allow tracking and analyzing financial data, it aids users in handling various financial affairs with better management. One common requirement users face is that of exporting the report for more in-depth analysis or sharing the report with interested stakeholders or other presentational use. This feature of QuickBooks allows exporting of reports in numerous ways, one of which is the most handy and convenient is exporting reports to Excel workbooks.

In this blog, we walk you through steps on how to export reports to Excel workbooks within QuickBooks Desktop.

Why Export Reports as Excel Workbooks?

Let's talk a little about why you want to export your report to Excel, first:

●     Analysis. You are free to further analyze data when it's placed into an Excel format by applying all its might in terms of features like formulas, charts, and pivot tables, among others.

●     Easy Sharing: This format ensures that even if a report is prepared in Excel, it is shared, and people can easily open it outside of QuickBooks to view, edit, or review.

●     Archival: Excel files can be archived and stored much simpler in comparison with QuickBooks, especially considering large data entries for extended time.

●     Now that you understand the benefits, let's dive into how to export your QuickBooks Desktop reports as Excel workbooks.

Steps to Export Reports as Excel Workbooks in QuickBooks Desktop

1.Open QuickBooks Desktop

●     Launch your QuickBooks Desktop application and open the company file that contains the reports you want to export.

2.Create the Report

●     Go to the "Reports" menu at the top of the screen.

●     Pick a report you would like to generate. If you cannot decide which one to use, you can just use the "Find report by name" search field. Just type the name of your report, and then you can click on it. You can edit the report with the help of filters, dates, or parameters to suit your requirement so that the exported report will include only the data you need.

3.Export the Report

●     Once you have generated the report, find the "Export" button. This button usually appears at the top or the bottom of the report window, depending on your version of QuickBooks.

●     Click the "Export" button, and you will be prompted with options for how to export the report.

●     Select "Create New Worksheet" to export the report to a new Excel file. You can also choose "Append to Existing Worksheet" if you want to add the report to an existing Excel file.

4.Select Excel Format

●     Once you have decided how you would like the data to be formatted in Excel, select the file format as Excel Workbook (.xlsx). This is the default format for new Excel files and will open in most versions of Microsoft Excel.

5.Save the File

●     Once you select the Excel format, QuickBooks will ask you where you want to save the Excel file. You can select a location on your computer, name the file, and click Save.

●     The export process will start and transfer data into Excel.

6.Open the Excel File

●     After saving the file, you can open it directly in Microsoft Excel. You’ll find all the data from your QuickBooks report in a neatly organized workbook that you can now manipulate, analyze, and share.

7.Make Any Adjustments in Excel

●     You can now make any customizations or adjustments in Excel, such as applying formatting, filtering data, creating charts, or using pivot tables to gain further insights into your data.

Conclusion-

The ability to export reports from QuickBooks Desktop to an Excel workbook can save one a great amount of effort while helping to present huge advantages for analyzing and sharing the data. The process involves creating financial trends analyses, meeting preparations, and reporting archiving; it saves effort in a workflow by enabling a person to easily transfer reports into Excel.

As you can see from the blog posts above, exporting an Excel workbook of any QuickBooks Desktop report is possible with all of the steps listed below.

If you have still any issue contact at 1–800–761–1787 for QuickBooks Error Support any time toll-free number.