Management Reports - export to Excel

I've got your back, KariBeebeLLC.

I'm here to share some details about customizing and exporting Management reports in QuickBooks Online.

As of now, we can only export Management reports via PDF or DOCX. As a workaround, I'd suggest running specific standard reports. I'd recommend checking the reports listed below to ensure you'll get the data your client likes to see.

Company Overview

• Balance Sheet
• Profit and Loss

Sales Performance

• Accounts receivable aging detail
• Sales by Customer Summary

Expense Performance

• Accounts payable aging detail
• Expense by Vendor Summary

Once you've selected a report, you can customize it to filter the details needed. Then, click on Save customization to easily access it in the future. After that, you can now export the report.

To easily access the report in the following months, you can go to the Custom reports tab. From them, you can click the drop-down menu under Action to export the report.

Also, you can submit feedback to our Product Development team to add the ability to export your Management report via Excel. Doing so improves your experience with QuickBooks.

Additionally, I encourage memorizing your reports in QuickBooks Online. This way, you'll be able to easily access the current customized settings. 

Feel free to comment down below if you have any other concerns or questions about managing reports. I'm always glad to help in any way I can.

@KariBeebe 

Utilize a BI app as a workaround.