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gelkins4
New Member
January 18, 2019
Solved

Export from QB Online to Excel with formulas

  • January 18, 2019
  • 38 replies
  • 162 views

When I generated reports in QB Desktop, the exports to Excel included formulas for the totals. Now, when I generate a P&L report in QB Online the export to Excel has static numbers for totals. Is there a report setting that I need to change and if so, where do I find it? Thank you, Geordie

    Best answer by

    Weird. Transaction detail reports I've created never do.  Must be report specific.

    38 replies

    JonpriL
    Level 9
    January 18, 2019

    Hi there, @gelkins4!

     

    You don't have to change any settings in your report nor in QuickBooks Online. Instead, you might want to update your MS Office, including your Excel.

     

    If you get the same result, I recommend checking your MS Excel settings. You may check this MS Office article for the detailed discussion or seek some help from an Excel expert.

     

    Let me know how it works. It'll be my pleasure to assist you if you need any other help. Have a great day!

    Rustler
    Rustler
    Level 15
    January 18, 2019
    @JonpriL wrote:

    Hi there, @gelkins4!

     

    You don't have to change any settings in your report nor in QuickBooks Online. Instead, you might want to update your MS Office, including your Excel.

     

    If you get the same result, I recommend checking your MS Excel settings. You may check this MS Office article for the detailed discussion or seek some help from an Excel expert.

     

    Let me know how it works. It'll be my pleasure to assist you if you need any other help. Have a great day!

    the article you reference is HOW TO save an excel sheet in a different format

     

    Has nothing to do with the question - delete that part of the reference book you copy from - it is wrong

    of course if you had read it, you might know that

      Anonymous
      January 19, 2019

      @JonpriL

      RE: You don't have to change any settings in your report nor in QuickBooks Online. Instead, you might want to update your MS Office, including your Excel.

       

      Excel cannot change what QB Online creates.  Since it creates the Excel file on the server, nothing on the local machine can impact what it does.

       ----edited----

      The correct answer is that if QB Online does not send formulas to Excel for the report you're running, there isn't a way to change what it does.

      Rustler
      Rustler
      Level 15
      January 19, 2019
      @197905 wrote:

       

      The correct answer is that QB Online does not send formulas to Excel, but instead a static report of numbers.  There isn't a way to change what it does. This is basic product knowledge.

      I just checked mine again, it does export the formula's, at least on a P&L report I ran

       

      I agree with updating and/or repairing excel though

        JonpriL
        Level 9
        June 21, 2020

        I've used the export function for years, perhaps more than a decade, from multiple versions of desktop QB. In Jan-Feb of this year, the exports were coming out with the formulae .... for BalSheet and P&L by month reports ... and now for Mar and thereafter, coming out as numbers, losing the formulae.

         

        These threads implying that it is a problem with QB not doing a formula export, or it is a problem with Excel, are missing something .... 

         

        Frustrated


        I wish I could make it better, @WSP.

         

        Let's update first all your software so the formulas will show up on your Excel file when exporting your Balance Sheet and Profit and Loss report.

        But if you still receive the same results after doing so, I'd recommend contacting our Customer Care Support. They can pull up you're account, securely, and create a case or ticket ID to be submitted to our engineers for further investigation about this unexpected behavior.

        1. Go to Help.
        2. Select QuickBooks Desktop Help.
        3. Click Contact Us.
        4. Enter Excel Formulas in the Tell us more about your question: field.
        5. Select Search.
        6. Click Message an Agent.

        In addition, Here's an article you can read to learn more about our support hours and types: Support hours and types.

         

        Lastly, I've got you these helpful articles for ideas to help manage your account and related tasks: Help Articles for QuickBooks Desktop.

         

        If there's anything else that I can help you with, let me know in the comments. I'll be happy to help.

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