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K
KSL83686
April 20, 2023
Solved

Export my class list into MS Excel

  • April 20, 2023
  • 2 replies
  • 2 views

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,

Best answer by AbegailS_

@KSL83686 

Use an exporter tool

https://get.transactionpro.com/qbd

 


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:

 

  1. Go to the Reports menu.
  2. Select Custom Reports and then choose Transaction Detail.
  3. Click Customize Report.
  4. Choose the Display Tab.
  5. Under the Column field, check the Class.
  6. Tap Ok.

 

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!

2 replies

L
LollyNino_CQuickBooks Team
QuickBooks Team
April 20, 2023

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.

 

  1. From the QuickBooks File menu, select Utilities > Export > Lists to IIF Files.
  2. Select the list you want to export and click OK.
  3. Browse the location where you want to save your file and click Save.

 

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:

 

  1. Go to the Reports menu and open any report on the list.
  2. Select the Excel button. All export options, including Excel, should be available. 

 

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. 

K
KSL83686Author
April 20, 2023

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.

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
April 21, 2023

@KSL83686 

Use an exporter tool

https://get.transactionpro.com/qbd

 

K
kwilsonfw
March 15, 2024

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. 

F
FateCandylaneTQuickBooks Team
QuickBooks Team
March 15, 2024

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:

 

  1. Go to the Help menu at the top and select Send Feedback Online.
  2. Click on Product Suggestion and enter your feedback or suggestions.
  3. Once done, tap 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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