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Senior Explorer **

exporting expanded P&L report to excel; unable to expand and collapse in excel

When exporting to Excel from QB reports I am unable to collapse or expand the data in the excel worksheet in all cases.
P&L ytd by month ( Jan Feb Mar etc)  report when exported to excel I am able collapse and  expand when in excel.  The Quick Books Report is Display columns by Month.

In the same report if make Display by Totals then export to excel I am NOT able collapse and expand in excel.

I would like to see current month only and be able to expand and collapse in excel the same way I am able to collapse and expand in Quick Books.

I am using Quick Books Pro 2019 Desktop.

Any suggestions?

Thanks

Joseph

 

5 Comments
QuickBooks Team

Re: exporting expanded P&L report to excel; unable to expand and collapse in excel

Hi there, @headwing88.

 

Thanks for providing us detailed information of what you've done on your end. When you export a report to excel, ensure to expand the row components of the report in QuickBooks. Let me guide you how.

 

In your QuickBooks account:

  1. Go to the Reports menu.
  2. Select Company & Financial.
  3. Select Profit & Loss YTD Comparison.
  4. In the Dates field, select This Month from the drop-down menu.
  5. In the Show Columns field, select Total only from the drop-down menu.
  6. Make sure the report is set to expand. If it shows Collapse, the report is already set to expand.
  7. Click Excel, and select Create New Worksheet to export the report to MS Excel. 1.png

Here's an article you can check for more information and detailed steps: Export Reports as Excel Workbooks in QuickBooks Desktop.

 

If the issue persists, let's repair your Microsoft Office. You can refer to this article for the detailed steps

(go to Repair Microsoft Repair section): Fix Export to Excel Issues in QuickBooks Desktop

 

I'd also suggest reaching out to your I.T expert. From there, they can perform some troubleshooting steps on your MS Excel and further investigate the cause of this.

 

Also, feel free to check this article in case you want to learn how to customize reports in QBDT: Customize Reports in QuickBooks Desktop.

 

As always, if you need further assistance, don't hesitate to leave a comment below. I'm always here to help.

Senior Explorer **

Re: exporting expanded P&L report to excel; unable to expand and collapse in excel

JasroV,

Thanks for you quick response.  I am running version QuickBooks Desktop Pro Plus 2019 Release R9P.  I have updates sent to me automatically.  Just now I did a manual update of QuickBooks Desktop.

Report is in Expand (Collapse is shown on the button).

 

Exporting to Excel report Profit & Loss YTD Comparison does not expand or collapse in excel.

 

Exporting to Excel report Profit & Loss Prev Year Comparison I am able to expand and collapse in excel.

 

It's strange it works in some reports but not all reports.

I did not attempt to repair excel as it works on some reports and not others.

 

 

QuickBooks Team

Re: exporting expanded P&L report to excel; unable to expand and collapse in excel

It's good to know that you have an updated QuickBooks Desktop, headwing88.

 

In QuickBooks, any data showing on your report (whether it is expanded or collapsed) will have the same information when it is exported to Excel. Though, I have a way on how you can collapse/expand the report in Excel.

 

Here's how:

  1. In your Excel spreadsheet, select the cells you want to collapse/expand.
  2. Click Data located at the top, and select the Group drop-down menu and choose Group.
  3. You will get a pop-up window for Group, select Rows or Columns.
  4. Click OK.

Here's a sample screenshot for reference:

 

 

Once done, you can now expand and collapse the rows/columns you've selected.

 

Should you have other questions or concerns, feel free to visit us here. Thanks.

Senior Explorer **

Re: exporting expanded P&L report to excel; unable to expand and collapse in excel

Yes, I am to Group once in excel.  A little cumbersome.  It is nicer when QuickBooks provides the Groups when exporting to excel.  QuickBooks exports most of my reports with Groups but not all of my reports. 

I am attempting to find out why most of my does so but not others?

 

Are able to exports all of your reports to excel and Groups are automatically done?

Highlighted
QuickBooks Team

Re: exporting expanded P&L report to excel; unable to expand and collapse in excel

Allow me to join the thread and share additional insights, @headwing88.

 

If you collapse the report from QuickBooks, then it's also the same information that's showing on your Excel the same as with expanding the report from QuickBooks.

If you wish to group the exported report, you have to do it manually as suggested by RenjolynC.

 

For more insights about exporting reports to Excel, you can read this article: Export reports as Excel workbooks in QuickBooks Desktop.

 

I'm also adding this article in case you have any other QuickBooks concerns in the future: Help articles for QuickBooks Desktop.

 

Keep posted if you have any other questions. I'll be right here to help!

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