QBO Exporting files to Excel and Auto Outline and Auto Filter

CLP417 · ‎July 03, 2022

Hi

In Desktop - easy to export to excel with the auto outline and auto filter

In QBO - this doesnt seem to work for all transaction reports, I can get the PL BS type reports to work but not a nominal ledger.

I have tried different browsers , I have tried copy and paste from the exported excel file and nothing works.

Can anyone help - I have a 15 cos with the audits coming up and a lot of long reports.

Thanks

CLP

Fiat Lux - ASIA · ‎July 03, 2022

QBO offers limited reporting capabilities compared to QBD. Consider having a BI app to integrate with QBO as a workaround.

Archie_B · ‎July 03, 2022

Hi there, CLP417.

I believe this is a duplicate post and my colleague already answered and gave you the details. Check out this link for more info: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-export-from-qb-online-to...

Let us know in the comment below if you still have other question about reports in QuickBooks. I'll be around if you need help. Have a great day!

CLP417 · ‎July 03, 2022

What is a BI app?

Fiat Lux - ASIA · ‎July 03, 2022

Business Intelligent app. Like this one

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