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byomtov
June 26, 2020
Solved

Exporting to Excel

  • June 26, 2020
  • 1 reply
  • 2 views

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?

Best answer by GraceC

 

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.

 

1 reply

S
Steve_C
June 26, 2020

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. 

B
byomtovAuthor
June 26, 2020

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.

 

G
GraceCAnswer
Level 4
June 26, 2020

 

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.

 

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