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Leela52
Level 1

Can a report be exported to an existing Excel workbook?

QBO: Can I export a report to an existing Excel Workbook, but onto a new sheet?
1 Comment 1
JenoP
Moderator

Can a report be exported to an existing Excel workbook?

Good day! I'd be glad to share details to help with your question about running reports, Leela52.

 

When exporting reports from QuickBooks, they will automatically be sent to a new worksheet. For now, there's no option to have the data applied to an existing one. Please take a look at this article for more details: Export Your Reports to Excel from QuickBooks Online.


However, you can use Excel's function to combine multiple reports. I also recommend sending feedback or feature requests about this to our engineers. Let me share these steps on how you can do it from your QBO account:

 

  1. Go to the Gear icon and select Feedback.
  2. Type in your feedback and suggestions about exporting reports in QBO.
  3. Click Next to submit them.

 

 

 

Aside from that, there are also accredited third-party apps that offer ore reporting options. Follow these steps on how to find an app inside QBO:

 

  1. Go to the Apps menu and proceed to the Find Apps tab.
  2. Click the drop-down list for Browse category and select Perform analytics.
  3. Choose an app and click on it to view more details about it.

 

find apps reportinig.PNG

 

 

Additional references about running reports can also be found here in case you might need them:

 

 

Don't hesitate to reply to me if that answers your question about exporting reports. The Community is always here if you need more help with QuickBooks.

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