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jandhcody
Level 2

Exporting reports to excel

I have run a report and I want to export to excel and it won't let me do it but in a .CSV file any idea why, my Excel is up to date!  When i use the .CSV file it won't open because it says it found a problem with it's content! Any ideas what is going on

3 Comments
Anonymous
Not applicable

Exporting reports to excel

Hello, jandhcody.

 

This type of issue happens when there’s an update done in Microsoft office while QuickBooks Desktop version is not yet updated. An updated version of QuickBooks requires an updated version of Microsoft office and vice versa. To fix this, let’s repair QuickBooks first to make sure its components are in good condition. Once done, update QuickBooks to the latest release.

 

Stay in touch if you have additional concerns about QuickBooks. 

Kel1
Level 1

Exporting reports to excel

When I export the WIP report to excel the % complete changes and so does the total. 

% complete showed 94% and when I export to excel that % changes to 2298% and the total WIP amount goes from 6 million to 3 million..THe rest of the #s dont seem to change..What is happening here? 

Rose-A
Moderator

Exporting reports to excel

Good day, Kel1.

I'm here to help you export the WIP report to Excel so you can get back to business. Let's get started.

 

You may want to turn on the Progress Invoicing, create an estimate, and invoice some percentage. After that, open the Job Work Progress Summary report.

 

Here's how:

 

  1. Go to the Edit menu at the top menu bar.
  2. Click Preferences.
  3. In the Preferences window, select Jobs & Estimates at the left menu bar.
  4. Go to Company Preferences tab.
  5. Do you do progress invoicing? and "Yes".
  6. Click OK.

 

Create an estimate:

 

  1. From the QuickBooks Home screen or on the Customers menu, select Estimates / Create Estimates.
  2. On the Customer: Job drop-down, select a customer or customer job. If the customer or job is not on the list yet, you can click Add New.
  3. Fill in the relevant information at the top of the form like the Date and Estimate #.
  4. In the detail area, select the item(s) you propose to do or include as a sale.
    Note: When you select or add an item, the description and amount are automatically populated based on the description and unit cost entered when the item was set up. You can delete or modify this when creating Estimates.
  5. (Optional) If you want to apply for a discount, you need to create a discount item.
    1. From the QuickBooks Lists menu, choose Item List.
    2. Right-click anywhere and select New.
    3. In the New Item window, select the Type on the drop-down and choose Discount.
    4. Enter an Item Name/Number and a brief Description.
    5. In the Amount or % field, enter the discount amount or percentage. If your discount amounts vary, you may want to leave the Amount or % field blank and enter the amount directly on your sales forms.
    6. From the Account drop-down, choose the income account you want to use to track discounts you give to customers.
    7. Select an appropriate Tax Code for the item then OK.
  6. Select Save & Close.

You can get more information in these articles:

 

Should you need more help with exporting your WIP report in Excel, please let me know.

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