Hello there, @victorvz. Welcome to QuickBooks Online Community!
Let me address your concern about exporting reports.
I recommend exporting these reports below to Excel if you're using QuickBooks Online. Otherwise, we can also use QuickBooks Desktop to export reports.
- Profit and Loss Detail Report
- Balance Sheet Detail Report
- General Ledger Report
- Transaction List by Customer Report
- Transaction List by Vendor Report
Here’s the steps to export reports from QuickBooks Online to Excel:
- Select Reports.
- Search for and select the report you want to export.
- At the top of the report, select the Export icon. Then select Export to Excel.
- Save the file somewhere you can easily find, like your Downloads folder or your desktop.
If you’re missing data when you open the report in Excel, the file's in protected view. To see the entire report in Excel, you'll need to Enable Editing.
Alternatively, here’s how to export reports to excel from QuickBooks Desktop:
- In QuickBooks, go to the Reports menu and select Reports Center.
- Find and open any report.
- Select the Excel on the toolbar. You can also select Print or Email to save the report as a PDF.
- To create a new Excel workbook, select Create New Worksheet. If you want to update an existing workbook with the data in the open report, select Update Existing Worksheet. Select Browse and then find the workbook on your computer. Keep in mind, this overwrites the existing workbook.
- If you want to format the data a specific way, select Advanced. This is optional.
- When you’re ready to export, select OK. To open the report in Excel, you can also select Export.
Additionally, you can also check these articles for more details about:
You can also follow @Fiat Lux – ASIA suggestion for another option.
Keep me posted if you still have questions or concerns with exporting reports. I'll be around for you. Have great day!
