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May 12, 2020 1:18 AM UTC
Solved

Is it possible to convert a journal entry in quickbooks to excel format?

No text available
Level 9
May 12, 2020 2:25 AM UTC

We can run a journal report, dreena327. 

 

We're unable to directly export the Journal Entry transaction into an Excel format. However, we can run the Journal report that lists all Journal entries we recorded and from there we can export it to Excel. 

 

I'll show you how:

  1. Go to the Reports menu.
  2. In the search field, enter and select Journal. 
  3. You can also click Customize the date range, and to remove or add Rows/Columns and Filter. 
  4. Then, click Run report to refresh.
  5. At the upper-right of the report, click the Export icon and select Export to Excel. 

To help you more in customizing the report, you can use this reference: Customize reports in QuickBooks Online. 

 

I'll be here if you need anything else. Take care!

7 replies

Level 9
May 12, 2020 2:25 AM UTC

We can run a journal report, dreena327. 

 

We're unable to directly export the Journal Entry transaction into an Excel format. However, we can run the Journal report that lists all Journal entries we recorded and from there we can export it to Excel. 

 

I'll show you how:

  1. Go to the Reports menu.
  2. In the search field, enter and select Journal. 
  3. You can also click Customize the date range, and to remove or add Rows/Columns and Filter. 
  4. Then, click Run report to refresh.
  5. At the upper-right of the report, click the Export icon and select Export to Excel. 

To help you more in customizing the report, you can use this reference: Customize reports in QuickBooks Online. 

 

I'll be here if you need anything else. Take care!

dreena327Author
May 12, 2020 8:38 AM UTC

Thank you so much... I am almost there.  Question though, how come the contents under the "name" column do not appear when I run the report?  

 

 

Fiat Lux - ASIA
Level 14
May 12, 2020 2:26 AM UTC

Utilize the trial period of TP Exporter for QBO

https:// transactionpro.grsm.io/qbo