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Level 3

Exporting to Excel

I would like to be able to export transactions from the Vendor center to Excel. I found some instructions that tell me to choose "Excel" from a dropdown menu, but no such menu seems to be available. 

 

I am using the Mac Deskptop 

 

Where is it?

Solved
Best answer June 26, 2020

Best Answers
Highlighted
QuickBooks Team

Exporting to Excel

 

I appreciate you following the steps shared by my colleague to export transaction, @byomtov.

 

The instructions provided above is for QuickBooks Desktop window version. In order to export your transaction in QuickBooks Desktop for Mac, you can pull up Transaction list by Vendor report and export your transaction from there.

 

Here's how:

  1. Go to the Reports menu.
  2. Select the Customers & Receivables, then Transaction List by Customer.
  3. Click the Export to Excel at the top right.

Learn more about showing the information that matters most to your business using the Customize customer, job, and sales reports in QuickBooks Desktop article.

 

You can also click the Memorize button so you won't have to go through the customization process again.  This will become available for future use.

 

You can also visit this site for other related topics about QuickBooks for Mac. It includes guides and latest news about the software: https://qblittlesquare.com/.

 

Please know that the Community always has your back, so don't hesitate to let me know If I can be of any assistance. Feel comfortable to tag me in your comments.

 

View solution in original post

7 Comments
Highlighted
QuickBooks Team

Exporting to Excel

Hi byomtov. Lucky for you, the process for exporting to excel is quite easy. Here are the steps how:

  1. Open the Vendor Center
  2. Select Excel drop-down and choose:
    • Export Customer/Vendor/Employee list if you want to export customer/vendor/employee data such as name, balances and contact information.
    • Export Transactions if you want to export transactions (either by name or transaction type).
  3. In the Export window, choose whether to create a new worksheet or update an existing worksheet.
  4. Click the Export button. 

Depending on your Macs settings once you select export excel may open with the spreadsheet automatically. If you want to learn more about what you can export to excel check out the article on importing and exporting to MS Excel. Or maybe another format would fit your needs better, in that case head over to the article on importing and exporting data to explore all your options for managing your data in QuickBooks for Mac.

 

Please let me know if this helps and if you need more guidance just leave a reply below or head over to the QuickBooks Learn and Support page for an easy way to search for helpful how-tos and articles. Have a great day. 

Highlighted
Level 3

Exporting to Excel

Thank you, but the problem is I don't see an Excel dropdown.

 

If you could show me where it is I would appreciate it.

 

I am on a Mac.

 

Highlighted
QuickBooks Team

Exporting to Excel

 

I appreciate you following the steps shared by my colleague to export transaction, @byomtov.

 

The instructions provided above is for QuickBooks Desktop window version. In order to export your transaction in QuickBooks Desktop for Mac, you can pull up Transaction list by Vendor report and export your transaction from there.

 

Here's how:

  1. Go to the Reports menu.
  2. Select the Customers & Receivables, then Transaction List by Customer.
  3. Click the Export to Excel at the top right.

Learn more about showing the information that matters most to your business using the Customize customer, job, and sales reports in QuickBooks Desktop article.

 

You can also click the Memorize button so you won't have to go through the customization process again.  This will become available for future use.

 

You can also visit this site for other related topics about QuickBooks for Mac. It includes guides and latest news about the software: https://qblittlesquare.com/.

 

Please know that the Community always has your back, so don't hesitate to let me know If I can be of any assistance. Feel comfortable to tag me in your comments.

 

View solution in original post

Highlighted
Level 3

Exporting to Excel

Thank you. That worked just fine.

Highlighted
QuickBooks Team

Exporting to Excel

Hey, byomtov. 

 

I'm glad my colleague was able to help provide you with the solution. If you have any other questions, feel free to post below. 

 

Thanks for your time and have a nice weekend. 

Highlighted
Level 1

Exporting to Excel

Is it possible to export a register to Excel from one company in Quickbooks Online and then import that same register from Excel into another company in Quickbooks Online?

Highlighted
QuickBooks Team

Exporting to Excel

Hi there, @Windy in ND.

 

Currently, we're unable to import the same register from Excel into another company file in QuickBooks Online. However, I've got the steps on how to do it.

 

You can take note of the transactions from the register exported to Excel and then save it using a CSV file. The data must have the Date, Amount, Description, and then import it to the Banking page.

 

You can use the 3 column template. Then save it as a  CSV (comma delimited) file. I've added a photo as your visual reference.

 

To import transactions from a CSV file:

  1. Select the left Banking menu and select Banking.
  2. Select File upload. If you’ve never connected an account, you can select Upload transactions manually. You can also begin your upload from the Import Data page (select Settings ⚙, under Tools select Import Data, and select Bank Data).
  3. Select Browse and choose the file you downloaded from your bank.
  4. Select Open, then select Next.
  5. From the QuickBooks Account drop-down list, select the bank or credit card account then select Next.
  6. Select a Datedate formatDescription, and AccountNote: You can choose 1 column or 2 columns.
  7. Select Next.
  8. Select the checkboxes of the transactions to import and select Next.
  9. Select Yes.
  10. Select Let's go! when the Import completed notification appears.

Once the import is finish, you can then categorize the transactions and add them to the desired register. You'll see the imported transactions in the Banking/Transactions menu and then go to the For Review tab.

 

Also, you can reference this article for more details on how to import transactions using a CSV file format in QuickBooks Online: Import bank transactions using Excel CSV files.

 

Feel free to add a comment below if you have more questions. I'll be around to help. Have a great day!

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