When exporting reports to excel. EX:Numbers are not rounded to 0. Negatives also do not come over with(). Even when I have both of these selected before I download.

We're glad to have you here in the Community forum, @Patrick-Parlato. The formatting options you choose in QuickBooks don't always carry over perfectly when you export to Excel. Let's dive into more details about this.

QuickBooks Online (QBO) exports a raw data file, and while you include some basic formatting instructions before exporting, Excel's default settings often override those formats.

The Excel file you get is a new worksheet with its standard number format applied to all cells. It's why numbers don't appear rounded, and negative numbers don't come with parentheses.

I recommend selecting the Show in red option before exporting the report when working with negative values. This color formatting does carry over to Excel, making it easier to identify those numbers in the exported file. Let me guide you through the process.

1. Log in to your QBO account.
2. Navigate to the Reports.
3. Run the report you wanted to export.
4. Click the icon for General options.
5. Tick the Show in red button.

You can also refer to this visual reference:

Moving on, when rounding numbers to whole values or a specific number of decimal places, you may want to manually apply this adjustment in Excel after downloading the report from QBO. You can do it quickly for multiple columns at once.

Here's how:

1. Select the cells or columns you want to format.
2. Tap the Home tab in the Excel ribbon and navigate to the Number group.
3. Click the Decrease Decimal or Increase Decimal button to adjust the number of decimal places displayed.

While QBO reporting serves as the source for your financial data, exporting it to Excel unlocks greater flexibility, enabling you to customize, analyze, and present the information in a more dynamic and personalized way.

This information should help you navigate these challenges, @Patrick-Parlato. If you need further assistance or have additional QuickBooks-related questions, let me know in the comments. We're always here to support you and help efficiently manage your business operations using QuickBooks.