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Experienced Member

exporting reports into excel

I work in three different quickbooks instances, for three separate companies. I want to export the same memorized report from all three businesses/quickbooks instances into an excel file and have each business populate on one tab of the workbook. So far I can get 2 but not three of the reports to populate. When I export the third (and choose the tab I want the report to go to) it seems to override the data that was sitting in excel on the previous tab and simply deletes it. Ideas? Thx. Lindsey

6 Comments
QuickBooks Team

Re: exporting reports into excel

Hello there, MontanaSpud.

 

Let me help drill down the cause of this so you'll be able to export those three reports to Excel.

 

Before exporting, let's make sure to use a different file name when saving the Excel file. You may have created the file with the same file name from the previously exported report and this can be the reason why data are being deleted on the previous tab.

 

I've got you an article to know more about exporting report from QuickBooks to Excel: Export report from QuickBooks Desktop to Microsoft Excel.

 

I'm just a post away so please don't hesitate to reach back to me if you need more help exporting reports from QuickBooks Desktop.

Experienced Member

Re: exporting reports into excel

Thanks for the response - I don't think it's the file name - I named it something different from any of the reports. After running my report, I click on Excel button, Update existing workbook, the correct file name is identified, and then I can click on the different tabs (Which I have named different things)...

 

Further ideas? 

 

Lindsey 

QuickBooks Team

Re: exporting reports into excel

Thanks for providing additional information, @MontanaSpud.


Since you were able to update the existing worksheet in two of your company files, let’s try performing some basic troubleshooting steps to resolve any problems on the third one.


First, make sure to update QuickBooks to the latest release. Then, run the Verify and Rebuild Utility Tool to fix data integrity issues on the file.


Always create a backup to avoid any accidental data loss before performing the following steps:

  1. Go to the File menu.
  2. Select Utilities, then Rebuild Data.
  3. Click OK on the QuickBooks Information window. 
  4. Follow the prompt to save a backup.
  5. Hit OK when you see Rebuild has completed.

Once done, perform the same steps above except select verify instead of rebuild. Check out this article for reference: Resolve data damage. In the same link, you’ll find other data damage troubleshooting steps for Windows.


Right after, try exporting the report again to Excel. Take a look at the article shared by my colleague for reference.


That should do it. Let me know if this works out for you. I want to make sure this gets taken care of. Have a good one!

Experienced Member

Re: exporting reports into excel

Thanks -- does it matter that independently I have absolutely no problems exporting these reports. The issue occurs on all three of the QB company files I am running at various times. If I am exporting to their own excel file, also no problems. 

Experienced Member

Re: exporting reports into excel

Well, appreciate the suggestions but they didn't seem to do the trick. I tried a different approach, and was able to first export my three separate reports into three separate excel sheets. Then, copy and pasted those excel tabs into a master file, linked the excel to quickbooks for updating and could then update the reports from within excel. So far, so good - seems to be working. 

 

Thanks much. 

 

QuickBooks Team

Re: exporting reports into excel

I'm glad to know your all good now, @MontanaSpud!

 

All details you've shared will absolutely help other users who will come across this post and have experienced the same error you've encountered.

 

As always, you can visit our Help Articles page for QuickBooks Desktop if in case you need to learn some "How do I" steps.

 

If there's anything else I can help you with, please let me know in the comment section down below. I'll be always around ready to help.