cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 2

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

Solved
Best answer 01-19-2019

Best Answers
Highlighted
Anonymous
Not applicable

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

Highlighted
Level 10

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

16 Comments
Highlighted
Moderator

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!

Highlighted
Level 15

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

Highlighted
Anonymous
Not applicable

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.

Highlighted
Level 15

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

Highlighted
Anonymous
Not applicable

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

Highlighted
Level 10

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

Highlighted
Level 2

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.

Highlighted
Level 1

Export from QB Online to Excel with formulas

Correct, there are no formulas in the detail reports exported to Excel.  This to me is a set back for QB online.  

Highlighted
Level 1

Export from QB Online to Excel with formulas

I have the EXACT same problem!  It has nothing to do with Excel.  It's definitely a QB Online bug.  It does not happen with the QB Desktop.  Did anyone hear ever find a solution???

Highlighted
Moderator

Export from QB Online to Excel with formulas

Welcome to the thread, tdcpa. Thanks for posting in the Community forum. 

 

When exporting reports in QuickBooks Online (QBO), it will show the same information when you pull it up inside your QuickBooks account. It just differs on how it looks like the table. Therefore, having the formula when exporting is not an option. 

 

In the meantime, I encourage you to star our blog to keep up with any product updates or improvements on the online version: https://quickbooks.intuit.com/blog/whats-new/.

 

If there's anything else I can do for you, let me know by commenting below. I'm happy to help. Have a great day!

Highlighted
Level 2

Export from QB Online to Excel with formulas

When I export it does not even show numbers as numbers - they are text. Therefore I cannot even add a column - is there something I can do to at least have numbers exported as numbers?

Highlighted
QuickBooks Team

Export from QB Online to Excel with formulas

Thanks for joining this thread, @mhs3

 

As my colleague @MirriamM stated, the formula for the numbers doesn't export when you export the report. I am going to submit feedback to our Product Development Team for them to review and consider making this a feature soon. 

 

For now, I recommend keeping an eye on our QuickBooks Blog for future updates. 

 

If you have any more questions or concerns, please don't hesitate to comment below. Have a good rest of your day!

 

 

Highlighted
Level 2

Export from QB Online to Excel with formulas

Thanks for your reply. I understood that a FORMULA is not going to export, I do not consider a number a formula. I consider a number = number, not a number = text. This is a very basic concept and it should be considered high priority for QB online programmers. When you have to type over hundreds of numbers to be able to submit a report to a tax agency, that is pretty ridiculous.

Highlighted
Level 11

Export from QB Online to Excel with formulas

@mhs3 

Utilize the trial period of 3rd party tool to export the data as numbers, not texts.

https:// transactionpro.grsm.io/qbo

 

Highlighted
Level 1

Export from QB Online to Excel with formulas

There shouldn't be a need to use a third party for something that should be a basic feature for an accounting program.  thank you for your suggestion though

Highlighted
Level 2

Export from QB Online to Excel with formulas

Is there a list of what is being worked on?

It is sooooo frustrating to have some reports export numbers as numbers and some reports export numbers as text. What is the point of exporting to excel if numbers export as text? 

Who decides programming priorities? 

This should be a very basic fix. If some reports handle it correctly, why not all?

Need to get in touch?

Contact us