Quickbooks reformats Excel Spreadsheet

CiaMariaPia · ‎December 06, 2022

I use QB to do the accounting for a small, non-profit dog club. We have several major events each year. I'd like to export the QB Profit/Loss report to an Excel Spreadsheet to allow the data from that sheet to be used to create individual event budgets and reports. Exporting from Quickbooks to Excel works ok ...... but every time I try to export updated data to Excel, Quickbooks reformats the data (adds or deletes spreadsheet lines depending on whether the current QB report needs that line item (typically because the value of that item for the current month is "0"). This reformating screws up all of the other links within the Excel workbook so that the formulas in those dependent sheets now refer to cells that are either empty or contain data that doesn't match the data label on the dependent spreadsheet.

Is there way to have QB export all of the income and expense items - even if they are zero ($0.00)? Then the formulas and links in the dependent Excel sheets would work.

Daniela_A · ‎December 06, 2022

Thanks for getting back to us, @CiaMariaPia.

Let me share some insights about report management.

Currently, QuickBooks Desktop automatically reformats data if the cells are empty. As a workaround, you may consider visiting this page to find an app that will help you manage your reports: Apps for QuickBooks Desktop.

I'm also adding this article that you can browse to help you running your reports:

Feel free to post again if you have further questions with your QBDT account. I'd be more than happy to help. stay safe.

View solution in original post

Candice C · ‎December 06, 2022

Hey there, @CiaMariaPia.

It's great to see you back in the Community.

I can see how beneficial this would be for your business. However, the best route would to give us feedback.

With that being said, I'll submit your feedback to our Product Developers so they can consider improving this feature in the near future.

Check out our Blog site to keep up with what's new in the system.

Feel free to reach back out if you have any other concerns. I'm only a comment away. Wishing you and your business continued success!

CiaMariaPia · ‎December 06, 2022

Hi Candace!

Thanks so much for responding to my post. Reading between the lines of your note, am I correct in understanding that the undesirable behavior I noted is the way this works and is neither a bug nor the result of something I'm doing wrong? Further, there are no preferences or other settings I could adjust to get the desired behavior? I guess it's good to know the truth.

Is there an alternative way to approach this task? In essence, I'm trying to have Quickbooks generate a periodic report that I can read into Excel where I can use the data to drive some preset worksheets that will improve the both graphics of the report and adjust the manner in which the data is presented in ways that are beyond Quickbooks' abilities.

Again, the problem I've found is that Quickbooks can't seem to output empty cells that are generated by "zero" values in order to respect the preset formulas and formatting.

Feel free to forward this conundrum to your product developers. I'm sure I'm not the only one with this problem.

Thank you.

Tom

Daniela_A · ‎December 06, 2022

Thanks for getting back to us, @CiaMariaPia.

Let me share some insights about report management.

Currently, QuickBooks Desktop automatically reformats data if the cells are empty. As a workaround, you may consider visiting this page to find an app that will help you manage your reports: Apps for QuickBooks Desktop.

I'm also adding this article that you can browse to help you running your reports:

Feel free to post again if you have further questions with your QBDT account. I'd be more than happy to help. stay safe.

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Quickbooks reformats Excel Spreadsheet