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Level 1

How can I get a simple data extract of current month GL transactions - no groupings, no report formatting, just raw data, all split breakouts, and column headers?

 
2 Comments
QuickBooks Team

How can I get a simple data extract of current month GL transactions - no groupings, no report formatting, just raw data, all split breakouts, and column headers?

Hello there, @keithkieran.


Thanks for dropping by the Community space. Helping you get the data needed and extract it from QuickBooks is my priority.


You can run the General Ledger Report, customize it and export the data to Excel. By doing so, you'll be able to remove the unnecessary columns or information from the report. 
Here's how:

  1. Click Reports in the left navigation bar.
  2. In the search box, type General Ledger.
  3. Click Customize if you wish to make some changes to the report.
  4. Click the Export button in the upper right-hand of the report, then Export to Excel

You may check out these articles for more information:

After trying out the steps given above, you'll see an Excel spreadsheet with your General Ledger.  


Let me know if you have further questions about exporting reports. I'll be here to help. Enjoy your day!

Level 6

How can I get a simple data extract of current month GL transactions - no groupings, no report formatting, just raw data, all split breakouts, and column headers?

This is very useful...

 

Thanks

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