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Level 1

Is it possible to convert a journal entry in quickbooks to excel format?

 
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Best answer May 11, 2020

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QuickBooks Team

Is it possible to convert a journal entry in quickbooks to excel format?

We can run a journal report, dreena327. 

 

We're unable to directly export the Journal Entry transaction into an Excel format. However, we can run the Journal report that lists all Journal entries we recorded and from there we can export it to Excel. 

 

I'll show you how:

  1. Go to the Reports menu.
  2. In the search field, enter and select Journal
  3. You can also click Customize the date range, and to remove or add Rows/Columns and Filter
  4. Then, click Run report to refresh.
  5. At the upper-right of the report, click the Export icon and select Export to Excel

To help you more in customizing the report, you can use this reference: Customize reports in QuickBooks Online

 

I'll be here if you need anything else. Take care!

View solution in original post

6 Comments 6
Highlighted
QuickBooks Team

Is it possible to convert a journal entry in quickbooks to excel format?

We can run a journal report, dreena327. 

 

We're unable to directly export the Journal Entry transaction into an Excel format. However, we can run the Journal report that lists all Journal entries we recorded and from there we can export it to Excel. 

 

I'll show you how:

  1. Go to the Reports menu.
  2. In the search field, enter and select Journal
  3. You can also click Customize the date range, and to remove or add Rows/Columns and Filter
  4. Then, click Run report to refresh.
  5. At the upper-right of the report, click the Export icon and select Export to Excel

To help you more in customizing the report, you can use this reference: Customize reports in QuickBooks Online

 

I'll be here if you need anything else. Take care!

View solution in original post

Highlighted
Level 12

Is it possible to convert a journal entry in quickbooks to excel format?

Utilize the trial period of TP Exporter for QBO

https:// transactionpro.grsm.io/qbo

 

Highlighted
Level 1

Is it possible to convert a journal entry in quickbooks to excel format?

Thank you so much... I am almost there.  Question though, how come the contents under the "name" column do not appear when I run the report?  

 

 

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Level 1

Is it possible to convert a journal entry in quickbooks to excel format?

Hi , I am always there...  except when i run the report,  the contents under "Name" column do not appear  even if I included this column name when I filtered the report?

Highlighted
QuickBooks Team

Is it possible to convert a journal entry in quickbooks to excel format?

Hi there, dreena327.

 

The contents under the "Name" column that do not appear in the Journal report is reported as an ongoing issue. Our Product engineers are now working to fix this as soon as possible.

 

I suggest contacting our QuickBooks Support Team, so they can add you to our notification list. This will help our engineers determine the number of affected users. You'll also receive an email notification once we resolve the issue.

 

Here's how to contact them:

 

1. Open your QuickBooks Account.

2. At the top right, click the Help icon.

3. Click Contact Us.

4. Under What can we help you with?, enter your concern about exporting journal report.

5. Click Let's Talk.

6. You'll be routed into the Choose a way to connect with us page.

 

  • Start a chat with a support expert.
  • Get a callback from the next available expert.
  • Ask the community to get help from businesses like yours.

 

7. Select how you want to contact them and fill in the information.

 

Please check this article to see steps on how to Memorizing a report to allows you to save it with its current customization settings: Memorize reports in QuickBooks Online.

 

You can also refer to this article on how you easily download the data entered into your file to your local computer: Export reports, lists, and more.

 

Please let me know if you have other questions related to QuickBooks. I'm always here to help.

Highlighted
Level 1

Is it possible to convert a journal entry in quickbooks to excel format?

thank you very much, that was really helpful!

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