Custom Reporting in Excel

Hi there, lisa17,

We're unable to provide a specific third-party app that can work with QuickBooks and Excel. However, you can use the QuickBooks Desktop Marketplace and look for an application from there.

At the moment, you can export custom reports from QuickBooks. Then, manually transfer them to your pre-built Excel.

Let me show you how:

1. Go to the Reports menu.
2. Locate and open the report you want to export.
3. Click the Excel drop-down list on the toolbar.
4. Choose Create New Worksheet or Update Existing Worksheet.
   
5. Click Advanced if you want to format the data.
6. Select OK when you're ready to export.
7. Click Export to open it.
   

I've also added this article, Import/export CSV files to learn more on how to migrate data in this format. It provides a toolkit to help you edit and use a different format.

Keep me posted if there's anything else you need, and I'm happy to help you out.

@lisa17 

You may explore these exporter tool

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

Hope it helps.

Thank you. This is very helpful!!