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I need to export my class list into MS Excel. I see that you can export items and Chart of accounts. but I see no way to do the same with my classes.
How do I do this. I don't want to have to type them all into excel.
Thank you,
Solved! Go to Solution.
Hi there, KSL83686. I'm here to provide some other ways on how you can export your class list to Excel.
Currently, there isn't a direct way of exporting your class list to MS Excel, alternatively, you can run a Custom Transaction Detail report and modify it by showing the class column. Let me show you how:
See the screenshot below for your reference.
You can also view this article for more information about sorting reports by class: Filter, sort or total reports by Class.
If you want the same information for future use, you can visit this article to learn how memorized reports in QBDT. This way, you do not have to go through the customization process again.
Don't hesitate to leave a comment below if you have other questions about exporting classes in reports. I'll be around to help you out. Enjoy the rest of the day!
You've reached the right place for help, KSL83686.
Exporting the list from QuickBooks will create an .IIF file that you can open on Notepad or Excel. Export the major lists (Items, Customers, Vendors) one at a time to prevent issues caused by exporting very long lists.
You can export reports, general journal entries, and customer and vendor lists. However, you can pull up the class list report and export it to Excel. open QuickBooks and export a report:
Learn how to import or export info with QuickBooks Desktop. check this article: Import and export data in QuickBooks Desktop.
Drop me a line if you meant something different, or if you have additional questions about the process. You can also post back here in the Community for any concerns you have in the future.
Thank you for the reply. I have QB 2021 Desktop Accountant for PC. I know how to export a report into excel. What I need is my list of classes exported to excel, csv, etc.... When I open the list I see no option to export the list to excel. Only create a Quick Report or Reports on classes.
Hi there, KSL83686. I'm here to provide some other ways on how you can export your class list to Excel.
Currently, there isn't a direct way of exporting your class list to MS Excel, alternatively, you can run a Custom Transaction Detail report and modify it by showing the class column. Let me show you how:
See the screenshot below for your reference.
You can also view this article for more information about sorting reports by class: Filter, sort or total reports by Class.
If you want the same information for future use, you can visit this article to learn how memorized reports in QBDT. This way, you do not have to go through the customization process again.
Don't hesitate to leave a comment below if you have other questions about exporting classes in reports. I'll be around to help you out. Enjoy the rest of the day!
Thank you. I'll check it out.
Exactly what I needed! It will work well enough for my puposes. Thanks!
Hello KSL83686,
I am so happy you got exactly what you needed. If you have any other questions or concerns, please let us know! We are happy to help. Take care for now.
Years ago there was a hot-key combination, including one of the F-keys, which instantly exported any list or tabular data which was currently active on screen into an Excel spreadsheet. I cannot remember what the combination of keys is at the moment. Perhaps it's no longer available. It was an extremely helpful tool, so I can't imagine why it went away. Does anyone know?
One of the best applications was when in a complicated, large reconciliation screen. You could export the deposits and checks/debits into Excel without affecting anything in QuickBooks (desktop.) This made calculations much easier.
I appreciate you visiting us here with your query, kwilsonfw.
As QuickBooks aims to help streamline workflows when managing data reports and develop straightforward tools, the functions of exporting reports instantly to an Excel spreadsheet using a hot-key combination are now updated using the Excel dropdown option. You may refer to this guide for additional insights: Export reports as Excel workbooks in QuickBooks Desktop.
For now, I recommend sending this feature request to our product engineers. This way, they'll consider this idea and work on its progress to include them again in future product updates.
Here's how to send feedback:
To be updated with our latest news and updates, including product improvements, I'd suggest visiting the What's New section on your QBDT account or opening this link to view our product update blogs.
Furthermore, you may want to utilize this guide to help you save all customization settings made on your reports: Create, access, and modify memorized reports. This way, you don't have to go through the customization process again.
You're always welcome to reply to this post if there's anything else you need further assistance with when managing business finances and other data reports in your file. I'll be around anytime to provide additional help. Keep safe and have a good one!
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