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Export from QB Online to Excel with formulas

When I generated reports in QB Desktop, the exports to Excel included formulas for the totals. Now, when I generate a P&L report in QB Online the export to Excel has static numbers for totals. Is there a report setting that I need to change and if so, where do I find it? Thank you, Geordie

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Best answer 01-19-2019

Accepted Solutions
Anonymous
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Re: Export from QB Online to Excel with formulas

Weird. Transaction detail reports I've created never do.  Must be report specific.

View solution in original post

Established Community Backer ***

Re: Export from QB Online to Excel with formulas

I did some testing in QBO exports to Excel:

With formulas:

P&L and B/Sh summary 

P&L summary grouped by month (rows and columns)

 

No formulas:

P&L Detail

Transaction List by  Customer

Transaction Detail by  Account

General Ledger

View solution in original post

7 Comments
QuickBooks Team

Re: Export from QB Online to Excel with formulas

Hi there, @gelkins4!

 

You don't have to change any settings in your report nor in QuickBooks Online. Instead, you might want to update your MS Office, including your Excel.

 

If you get the same result, I recommend checking your MS Excel settings. You may check this MS Office article for the detailed discussion or seek some help from an Excel expert.

 

Let me know how it works. It'll be my pleasure to assist you if you need any other help. Have a great day!

Established Community Backer ***

Re: Export from QB Online to Excel with formulas


@JonpriL wrote:

Hi there, @gelkins4!

 

You don't have to change any settings in your report nor in QuickBooks Online. Instead, you might want to update your MS Office, including your Excel.

 

If you get the same result, I recommend checking your MS Excel settings. You may check this MS Office article for the detailed discussion or seek some help from an Excel expert.

 

Let me know how it works. It'll be my pleasure to assist you if you need any other help. Have a great day!


the article you reference is HOW TO save an excel sheet in a different format

 

Has nothing to do with the question - delete that part of the reference book you copy from - it is wrong

of course if you had read it, you might know that

Anonymous
Not applicable

Re: Export from QB Online to Excel with formulas

@JonpriL

RE: You don't have to change any settings in your report nor in QuickBooks Online. Instead, you might want to update your MS Office, including your Excel.

 

Excel cannot change what QB Online creates.  Since it creates the Excel file on the server, nothing on the local machine can impact what it does.

 ----edited----

The correct answer is that if QB Online does not send formulas to Excel for the report you're running, there isn't a way to change what it does.

Established Community Backer ***

Re: Export from QB Online to Excel with formulas


@Anonymous wrote:

 

The correct answer is that QB Online does not send formulas to Excel, but instead a static report of numbers.  There isn't a way to change what it does. This is basic product knowledge.


I just checked mine again, it does export the formula's, at least on a P&L report I ran

 

I agree with updating and/or repairing excel though

Anonymous
Not applicable

Re: Export from QB Online to Excel with formulas

Weird. Transaction detail reports I've created never do.  Must be report specific.

View solution in original post

Established Community Backer ***

Re: Export from QB Online to Excel with formulas

I did some testing in QBO exports to Excel:

With formulas:

P&L and B/Sh summary 

P&L summary grouped by month (rows and columns)

 

No formulas:

P&L Detail

Transaction List by  Customer

Transaction Detail by  Account

General Ledger

View solution in original post

Not applicable

Re: Export from QB Online to Excel with formulas


@Anonymous wrote:

Weird. Transaction detail reports I've created never do.  Must be report specific.



Thank you to all who have helped! Yes, it is weird and yes, it is report specific. I am not sure why unless it is a glitch or oversight. Seems odd. Thank you all again.

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