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Lucky Chen
Level 1

how to export multiple reports in to an excel?

Dear My QB verison is QuickBooks Premier Plus Edition 2023.

Can you choose multiple reports and export them in one go to excel version>

Right now I need to export one by one. very time consuming.

 

1 Comment 1
RCV
QuickBooks Team
QuickBooks Team

how to export multiple reports in to an excel?

Let me share some information on how exporting reports to Excel works in QuickBooks Desktop, Lucky Chen.

 

The option to export multiple reports to Excel from QuickBooks is unavailable. We'll need to open per report and export them to Excel by choosing Create New Worksheet or Update Existing Worksheet. We understand the significance of minimizing clicks and saving time to enhance workflow efficiency. To help improve your experience with the software, your valuable feedback will be shared with our product development team. Here's how to send it:

 

  1. Go to the Help menu.
  2. Choose Send Feedback Online.
  3. Tick Product Suggestion.
  4. Enter your recommendation or comments.
  5. Press Send Feedback, then hit Close Window.

 

You can check out this article for more details about exporting your financial reports: Export reports as Excel workbooks in QuickBooks Desktop. If the export to Excel option is grayed out or you can't select it, refer to this article to troubleshoot the issue: Fix export to Excel issues in QuickBooks Desktop.

 

You may consider looking for a third-party application that allows you to export multiple reports into an Excel for QuickBooks Desktop. While we cannot suggest what application to use, you'll want to search for a third-party app that integrates with your desktop version. Here's how:

 

  1. Visit this page: https://desktop.apps.com/home.
  2. Search for apps in the search box.
  3. Hit Search.

 

The system displays the list of applications available that match the description you entered and are compatible, designed to work with QuickBooks Desktop. Once you find the right app, click to open it.

 

Feel free to visit this article to help you personalize your reports in QuickBooks: Customize reports in QuickBooks Desktop.

 

You can always get back to this thread if you need further help to export your reports to Excel or any QuickBooks-related concerns. The Community is always available to help you out. 

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