Question

Spreadsheet format

Forum|Forum|5 years ago
June 15, 2021
2 replies
20 views

I frequently use the export feature to export reports to Excel.

This is very useful, but there are two things that bother me.

1. When I try to enter data or formulas in the spreadsheet it always uses a large blue font. Can I change this in preferences somewhere?

2. Dates appear as text, not numbers.

I can easily change these things in the spreadsheet, of course, but having to do it every time is really annoying. Is there something I do to fix this permanently?

QuickBooks Desktop for Mac

C

CharleneMaeF

QuickBooks Team

I'll show you a way to change the Excel settings, byomtov.

You can easily change the font size and color in the Home tab. As for the date format, I'd suggest pressing CTRL + 1, then choose Date to change it. For your visual reference, I've attached some screenshots below.

Also, I'd suggest reaching out to your IT guy to find an option to permanently change the settings.

Additionally, you check our QuickBooks Desktop for Mac Reports Hub for more helpful resources about running and customizing reports.

I'm only a post away if you need more help in managing your reports in Excel. It's always my pleasure to help you out again.

B

byomtovAuthor

Let me clarify. I am interested in the form at of the exported spreadsheet.

I don't see anything on the Home tab that addresses that.

P

pepper looney

I've had the same problem with sorting by dates after exporting QBO reports to Excel. I think I just figured it out. In Excel, Click "Sort and Filter," then choose "Custom Sort," then "Options." An error message pops up saying that there are numbers formatted as text and asks if you want to sort anything that appears as a number as a number.

Good luck! Why QB allows dates to export as text is beyond me.

D

dLearned

New Member

I do not receive an error when I try to sort, it just sorts it by whatever is at the front (in my case day), and since it is text, you cannot reformat it into proper date format.

Since QBO does not allow groupings in reports, excel is the only option for complex reporting, and this is very frustrating

J

JBCrowe58

How do I make my exported Excel spreadsheet allow formulas. I always have to copy my information and past it into a blank Excel sheet which means I lose my formats.

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