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Is there a method to effortlessly generate a Trial Balance, Profit and Loss (P&L), and General Ledger Excel file for a specific custom timeframe with just one click on a client? Ideally, the generated Excel file should consist of three separate tabs for each of the reports.
Furthermore, is it possible to utilize this report template across multiple clients in QuickBooks Online (QBO)? Alternatively, is there a way to duplicate the template for use with different clients? While I'm aware of PDF templates, they prove ineffective for the majority of the projects I handle.
Currently, my workflow involves exporting all three reports, downloading them individually, and then manually combining them through copy-pasting. I work on a lot of audited consolidated entities
I believe there should be a more streamlined approach to this process. Even if I could set up the template once per client, it would significantly reduce the time and effort expended during the usual month-end, quarter-end, and year-end closing procedures.
Although the system allows exporting as PDF, my specific requirement is to export the reports as Excel files.
Consider having a BI app.
Will Consider - however if there is a generate PDF button I'd assume you couple simply generate an excel with those tabs. iirc you could do this on QB desktop (2015 was last version I used.)
Welcome to the Community, @LedgerLunatic5000.
Let me share some insights about your concern, multiple reports in one Excel workbook with separate sheets in QuickBooks Online.
At the moment, the best way to access files outside of QuickBooks is by exporting your QuickBooks Online reports and lists. To export your QuickBooks Online reports and lists, you can easily download the data entered into your file to your local hard drive.
Alternatively, you can use Spreadsheet Sync, which allows you to securely send data back and forth between QuickBooks Online Advanced and your Microsoft Office Excel spreadsheet, providing you with up-to-date data and custom insights.
By implementing one of these solutions, you can significantly reduce the manual effort involved in generating and consolidating reports for audited consolidated entities, especially during month-end, quarter-end, and year-end closing procedures.
Please note that the ability to export reports as Excel files may depend on the specific features and settings within QuickBooks Online. You may need to ensure that the report customization and export options are configured to meet your requirements.
Furthermore, here are some articles you can use to help you learn how to get your data out also, for more information about Spreadsheet Sync in QuickBooks Online:
Let me know if you have any other concerns or questions about your multiple reports in one Excel workbook with separate sheets. I’m more than happy to help. Keep safe and stay healthy.
Thanks for the insights...the export button is kind of along of what I need. But there is no way to export the custom reports as Excel? Only as PDF? Just kind of odd. Would be an extremely useful feature.
Thank you for getting back to us, @LedgerLunatic5000.
Exporting custom reports as Excel files is possible. Rest assured I'm here to guide you if you haven't already.
Here's how:
I've also added a screenshot for your visual reference.
Furthermore, you can also check out this article to learn how to download your data: Export reports, lists, and other data from QuickBooks Online
Feel free to reply with a screenshot below if you have a different user experience for exporting custom reports on your end.
Please don't hesitate to reach out if you have more inquiries about exporting your data to Excel or any other QuickBooks-related concerns. Keep safe.
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