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February 12, 2019
Question

Can an single job estimate be exported in excel format?

  • February 12, 2019
  • 13 replies
  • 163 views
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13 replies

MichaelDL
Level 4
February 12, 2019

You've come to the right place, @twhitley.

 

While individual transactions can't be exported to Excel format, you can retrieve the data in table fashion using the Audit History. Here's how:

 

Copying Audit History to Excel

  1. From QuickBooks Online, navigate to the Sales tab > Customers section. Click the customer's name whose Estimate you need to export.
  2. Find the transaction from the list below. Click to open it.
  3. At the bottom of the Estimate screen, click More > Audit History.
  4. This page displays a table for every iteration of this transaction's history, meaning that a new table is created after every edit.

After some testing, I can confirm these tables can be copied directly to a similar range of Excel cells. We also offer an awesome guide on audit histories that I'm sure you'll find helpful. I'm including a brief video demonstration of this below:

 

By doing this, you can see a detailed explanation of every change that's been made to a transaction, and copy that information to Excel with ease. Please feel free to reach out to me here should ever need a hand with QuickBooks, I want to ensure your success. Thanks for bringing us your question and take care.

June 12, 2019

How do you do this in QuickBooks Desktop?

I need the ability to export to excel everything listed on an estimate. Please advise.

AlcaeusF
Level 14
June 12, 2019

Thanks for joining this conversation, @SmallStudio.

 

To do this in QuickBooks Desktop (QBDT) run the Audit Trail. Then, instead of copying and pasting all the information listed on the Estimate, you'll be able to export it to Excel.

 

Here's how:

 

1. Go to Reports menu at the top.
2. Pick Accountant & Taxes and Audit Trail.
3. Click the Customize Report option.


4. On the Display tab, enter your preferred date on the Report Date Range section.


5. Now, go to the Filters tab.
6. On the Choose Filter section, select TransactionType, then Estimate.
7. Hit OK.

 

Once done, you can export it by clicking the Excel option, then Create New Worksheet and Export.

 

 

That should point you in the right direction. Keep me posted on how everything goes in the comment. I'm always here to help. Have a good one.