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timberfocus
Level 1

How do you get the reconcile information in an excel as opposed to pdf ?

 
2 REPLIES 2
Fiat Lux - ASIA
Level 15

How do you get the reconcile information in an excel as opposed to pdf ?

Utilize a 3rd party app to convert a PDF bank statement to QBO

https://www.moneythumb.com/?ref=110

 

 

Mark_R
QuickBooks Team

How do you get the reconcile information in an excel as opposed to pdf ?

Let's get your reconciliation report exported to Excel, @timberfocus.

 

In QuickBooks Online (QBO), you're unable to export the reconciliation report directly to an Excel file. As an alternative, you'll have to copy the information on the report and manually paste it into Excel. Here's how:

 

  1. Click Reports from the left menu.
  2. Search for the Reconciliation report.
  3. Choose the appropriate bank account and select the statement ending date.
  4. Highlight the information on the report, then right-click and choose Copy.
  5. Open an Excel file and paste the information manually.
  6. Adjust the column widths for the format of the Excel report to show all the information.
  7. Click Save once finished.

 

I'm adding this article for more guidance: How do I view, print, or export a reconciliation report?

 

You might experience balance issues when reconciling accounts in the future. This article will guide you on how to fix it: Fixing a reconciliation.

 

It’s nice working with you. Feel free to leave a comment below if you need further assistance running the reconciliation report in QBO. I'll be sure to get back to you.

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