cancel
Showing results for 
Search instead for 
Did you mean: 
Border Collie Boy Part 2
Level 2

Can you export the memorized reports list to Excel

Hi all,

 

Is it possible to export the Memorized Reports list to a format like .csv or .xlsx that Excel can read?

 

This is a great forum.  Thanks for your help.

1 Comment 1
MadelynC
Moderator

Can you export the memorized reports list to Excel

I can guide you on how to export memorized report list to Excel, @Border Collie Boy Part 2.


I’m glad to see you on the Community page. QuickBooks provide options to achieve your business needs.


You can create a new worksheet for Excel or create a comma-separated values (.csv.) file format when exporting a memorized report in QuickBooks Desktop. Let me show you how:

 

  1. Go to the Reports menu.
  2. Choose Memorized Reports, then Memorized Reports List.
    Capture.PNG
  3. Select a report name from the list.
  4. Click the Export button.
    Capture.PNG
  5. Select either Create a new worksheet or Create a comma separated values (.csv.) file.
  6. Press Export.
    Capture.PNG


You can also modify them before exporting. Just use this reference to customize a report.


Visit this link here to learn more on how to create access and modify memorized reports in QuickBooks. It also includes instructions to resolve possible issues when memorizing them.


Leave me a message below if you have additional questions or concerns about reports. I’m always here to help you out. Keep safe!

Need to get in touch?

Contact us