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aisamce
Level 1

How do you send your accountant reports (GL, PL and Balance Sheet) in excel with Quickbooks Mac 2020?

My accountant still can't get into my quickbooks so she said to send her the reports via excel. I can't find that option anywhere. 

4 Comments 4
Fiat Lux - ASIA
Level 15

How do you send your accountant reports (GL, PL and Balance Sheet) in excel with Quickbooks Mac 2020?

Have you tried to export your file to QB Desktop Windows file?

https://quickbooks.intuit.com/learn-support/en-us/update-products/convert-a-quickbooks-for-mac-file-...

 

Your accountant should be able to open the file later on QBD (Windows) 2020.

aisamce
Level 1

How do you send your accountant reports (GL, PL and Balance Sheet) in excel with Quickbooks Mac 2020?

Yes Ive tried to do this and she said that it won't accept the password. We have gone over the password and she is using the correct one. It keeps saying her password is too long. But when I log in it works. She said the best she can do is get these reports from me through excel. But now I can't figure out how to do that on the Mac 2020 version. ugh. 

Fiat Lux - ASIA
Level 15

How do you send your accountant reports (GL, PL and Balance Sheet) in excel with Quickbooks Mac 2020?

On QBD 2019 Mac, we can export a report in a format that we can view in Apple Numbers v3.5 (XLSX), or in Microsoft Excel: Mac 2011 (SYLK). 


To export a report to Microsoft Excel or Numbers:
1 Display the report you want to export.
2 Click Export. QuickBooks opens a copy of report in Excel or Numbers (depending on your setting in
QuickBooks > Preferences > Reporting), preserving as much as possible the fonts and colors you set in
the original report. You can then use formatting and data analysis features to further customize the
report.
3 When the file opens, choose File > Save As to save the file where you want it.

Note: QuickBooks opens XLSX files in either Microsoft Excel or Apple Numbers, depending on which application you have set to open XLSX files. To change the default application, locate a XLSX file, right-click, and choose Get Info. On the Open With menu, select the application you want to open XLSX files, then select Change All.

 

Pstreicher
Level 1

How do you send your accountant reports (GL, PL and Balance Sheet) in excel with Quickbooks Mac 2020?

I create whatever report is needed and save the detail as a pdf. Then email the pdf to her.

Another option is to use Teamviewer, free personal use option, and allow your accountant to log in and remote look at your screen and manipulate the program.

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