Follow the steps provided below to easily export reports from QuickBooks Desktop to your locally installed Microsoft Excel.
Export a report
- Open the appropriate report.
- Select Excel on the report toolbar. Choose one of the following:
- Create New Worksheet - if you want to export the report to a new Excel file.
- Update Existing Worksheet - if you want to export the report to an existing Excel file. To select the workbook:
- Select Browse, then choose the existing file.
- Select the specific sheet in the file you want to export the report to.
- (Optional) Select Advanced to set how you want the Excel report to be formatted. Select OK when you're done.
- Select Export. The spreadsheet opens in Microsoft Excel once QuickBooks finishes exporting.
|Update directly from Excel
You can update saved reports while working in Excel. To do this, go to the QuickBooks tab, then select Update Report.
QuickBooks must be open the first time you update a report from Excel. This is important because QuickBooks automatically updates your integrated application preference — it tells QuickBooks that Excel has permission to access your data. After that, you can update reports from Excel even if QuickBooks is closed.
Warning: Excel allows 256 columns in a worksheet
You receive this warning message when you export a report that has more than 256 columns. This can be resolved by any or all of the following:
Remove space between columns:
- In the Send Report to Excel window, select Advanced.
- Uncheck Space between columns checkbox.
- Select OK.
Create a CSV file:
- In the Send Report to Excel window, select Create a comma separate values (.csv) file.
- Select Export.
- Enter a file name, then select your preferred file location.
- Select Save.