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James Kaywell
Level 1

Does the report export to excel function include formulas for the report totals?

 
3 Comments 3
RCV
QuickBooks Team
QuickBooks Team

Does the report export to excel function include formulas for the report totals?

Let me share some information about exporting your report to Excel, James.

 

The option to get formulas included when exporting detailed reports to Excel is unavailable in QuickBooks Online (QBO). For this reason, we're unable to use the Auto Outline feature in Excel. We see consumer feedback as an opportunity to improve the numerous features of our products. I'd recommend giving our engineers direct feedback. They may look into this suggestion and incorporate it into future updates. Here's how:

 

  1. Go to the Gear icon.
  2. Click Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Tap Next.
  5. Follow the on-screen instructions to complete the process.

 

I've attached screenshots below for your reference:

 

f2.PNG

 

Furthermore, you can visit this page to stay up to date on the latest software improvements and enhancements with QBO: Customer Feedback for QuickBooks Online. Alternatively, we can customize the report of each report to show the exact details you need before exporting it to Excel or printing it.

 

To assist you in managing your account and growing your business with QBO, I recommend visiting one of our support websites: QuickBooks Help Articles. It includes topics about account management, banking, and expenses, to name a few.

 

We're always here willing to assist you with any QuickBooks-related concerns. Click the Reply button below or post in the Community again. Keep safe!

BigRedConsulting
Community Champion

Does the report export to excel function include formulas for the report totals?

@RCV  RE: The option to get formulas included when exporting detailed reports to Excel is unavailable in QuickBooks Online (QBO).

 

That's odd. QuickBooks desktop has included formulas for more than 20 years. Alas. Maybe QuickBooks Online will catch up someday.

mfluitt
Level 1

Does the report export to excel function include formulas for the report totals?

Which is only one of so many reasons that QBO is an inferior program to Desktop.

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