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KariBeebe
August 16, 2021
Question

Management Reports - export to Excel

  • August 16, 2021
  • 2 replies
  • 8 views

I create Management Reports for clients on a monthly basis.  One client wants a one specific report in the Management Report in Excel format - is there a way to have this generated automatically with the others?  Or do I have to manually do this every month?

2 replies

C
CharleneMaeFQuickBooks Team
QuickBooks Team
August 16, 2021

I've got your back, KariBeebeLLC.

 

I'm here to share some details about customizing and exporting Management reports in QuickBooks Online.

 

As of now, we can only export Management reports via PDF or DOCX. As a workaround, I'd suggest running specific standard reports. I'd recommend checking the reports listed below to ensure you'll get the data your client likes to see.

 

Company Overview

  • Balance Sheet
  • Profit and Loss

Sales Performance

  • Accounts receivable aging detail
  • Sales by Customer Summary

Expense Performance

  • Accounts payable aging detail
  • Expense by Vendor Summary

 

Once you've selected a report, you can customize it to filter the details needed. Then, click on Save customization to easily access it in the future. After that, you can now export the report.

To easily access the report in the following months, you can go to the Custom reports tab. From them, you can click the drop-down menu under Action to export the report.

 

Also, you can submit feedback to our Product Development team to add the ability to export your Management report via Excel. Doing so improves your experience with QuickBooks.

 

Additionally, I encourage memorizing your reports in QuickBooks Online. This way, you'll be able to easily access the current customized settings. 

 

Feel free to comment down below if you have any other concerns or questions about managing reports. I'm always glad to help in any way I can.

K
KariBeebeAuthor
August 18, 2021

Thank you for the reply - I should have been more clear.  I run a Management report - which is a collection of reports that I have put together.  I want one report of the collection of reports to be in xslx format when run.  Possible? 

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
August 17, 2021

@KariBeebe 

Utilize a BI app as a workaround.

K
KariBeebeAuthor
August 18, 2021

Can you be more specific on what a BI app is and what it does?  Thank you.

MJoy_D
MJoy_DQuickBooks Team
QuickBooks Team
August 18, 2021

Thank you for getting back to us and providing us with more details of the concern that you’re having about reports, @KariBeebe.
 
At this time, you can generate and export your report to an Excel or xlsx file format one by one. The option to have it all in one file is currently unavailable. 

 

You may consider exporting all the reports that you need in an xlsx format based on the steps provided by CharleneMae_F above. Manually compile it in a single Excel file by copy-pasting the report that you've generated in different worksheets. Just select the plus icon at the bottom of the screen.

 

Refer to the following article for detailed guidance on how to export your reports to Excel: Export your reports to Excel from QuickBooks Online. 

 

In case you'll need to export your other lists and data to excel, the following article will show you how: Export reports, lists, and other data from QuickBooks Online. 

 

I'm always here if you need more help in preparing your reports. Just let me know in the reply section below. Take care and have a wonderful day!

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