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How do I export my budget to Excel?

using premier plus nonprofit 2015

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Best answer 12-10-2018

Accepted Solutions
Established Community Backer ***

Budget Overview is the same as your Budget worksheet scre...

Budget Overview is the same as your Budget worksheet screen, and can be exported to Excel.

2 Comments
Established Community Backer ***

Budget Overview is the same as your Budget worksheet scre...

Budget Overview is the same as your Budget worksheet screen, and can be exported to Excel.

Community Contributor **

Hey there, not2fast. I'd love to help you! Here's how you...

Hey there, not2fast.

I'd love to help you!

Here's how you can export the Budget report to Excel:

  1. Go to the Reports tab at the top of you QuickBooks.
  2. Select Budget and Forecast, and click on the report you want.
  3. Once you’ve selected the report you want to export, make sure you selected the correct date range under Dates.
  4. Click on the drop-down under Excel, and choose Create New Worksheet.
  5. Click Export.

That's it! I have also attached a screenshot, if that helps.

Feel free to let me know if you need anything else. All the best.