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properties-leanr
Level 1

Can excel reports be exported from QuickBooks online to an existing workbook already saved on my computer?

 
1 Comment 1
Rubielyn_J
QuickBooks Team

Can excel reports be exported from QuickBooks online to an existing workbook already saved on my computer?

Yes, you can export Excel reports from QuickBooks Online, @properties-leanr.

 

QuickBooks Online gives you the flexibility to run reports to get insights about your business. And you can export them to Excel if you want to use this outside of QuickBooks. 

 

Here's how:

 

  1. Proceed to Business overview and choose Reports (Take me there).
  2. Look for and select the report you want to export.
  3. At the top of the statement, choose the Export icon. Then click Export to Excel.
  4. Save the file somewhere you can locate easily, like your Downloads folder or desktop.

 

Once done, you can decide how to merge the exported report to your existing workbook.

 

You can also create custom reports to get the data that matters to you most. Then, memorize the report if you want the same settings of the customized data to be available for future use. 

 

Feel free to comment below if you have further questions about exporting Excel reports from QuickBooks Online. I'll be happy to help you always. Keep safe!

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