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Archie Ortiz
New Member

Quickbooks Time: Export Schedules Only

Hi,

 

Is there a way to export the schedules showing customer and team member in one excel file report? Whatever I have entered in schedule I need to be exported into an excel file, including the notes.

 

Thank you.

1 Comment 1
Nicole_N
QuickBooks Team

Quickbooks Time: Export Schedules Only

Hello, Archie.

 

Please know that exporting schedules with all the specified data isn't possible in QuickBooks Time. As a workaround, you can export a scheduled report to Excel. From there, you can personalize and enter the data you need. I'll show you how:

 

  1. Open your QuickBooks Time account.
  2. Go to the Reports menu.
  3. Choose Schedule Reports, then click the specific report you want to run.
  4. Filter the dates and export by clicking the Download.csv button.

 

Open the downloaded file to Excel and manually enter the data you want to include in the report. 

 

Also, I appreciate you sharing your ideas about the ability to include all the specified data when exporting schedule reports. Thus, I recommend sending feedback to our product developers. This way, they can further review which parts of the program need enhancements and consider adding them to future updates. Please refer to the steps below:

 

  1. Sign in to QuickBooks Time, and select Help .
  2. Select Suggest Idea.
  3. Enter your idea, then select Send Idea.


Moreover, you may visit this article to learn how to create weekly schedule templates: Create, use, and manage weekly schedule templates for QuickBooks Time


I'll be in the community space if you have more questions managing schedules in QuickBooks Time. Just reply below, and I'll be sure to get back to you.

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