Spreadsheet format

I'll show you a way to change the Excel settings, byomtov.

You can easily change the font size and color in the Home tab. As for the date format, I'd suggest pressing CTRL + 1, then choose Date to change it.  For your visual reference, I've attached some screenshots below. 

Also, I'd suggest reaching out to your IT guy to find an option to permanently change the settings.

Additionally, you check our QuickBooks Desktop for Mac Reports Hub for more helpful resources about running and customizing reports.

I'm only a post away if you need more help in managing your reports in Excel.  It's always my pleasure to help you out again.

Let me clarify. I am interested in the form at of the exported spreadsheet.

I don't see anything on the Home tab that addresses that.

I've had the same problem with sorting by dates after exporting QBO reports to Excel.  I think I just figured it out.  In Excel, Click "Sort and Filter," then choose "Custom Sort," then "Options."  An error message pops up saying that there are numbers formatted as text and asks if you want to sort anything that appears as a number as a number.  

Good luck!  Why QB allows dates to export as text is beyond me.  

I do not receive an error when I try to sort, it just sorts it by whatever is at the front (in my case day), and since it is text, you cannot reformat it into proper date format.

Since QBO does not allow groupings in reports, excel is the only option for complex reporting, and this is very frustrating

How do I make my exported Excel spreadsheet allow formulas.  I always have to copy my information and past it into a blank Excel sheet which means I lose my formats.

Allow me to share a few information about exported Excel spreadsheet and guide you on what to do, JBCrowe58.

Generally, once you export your data to an Excel spreadsheet, it will always show the same information from where you exported it to your blank Excel sheet. You don't have to change any settings in your report or in QuickBooks Desktop. You'll want to update MS Office, including your Excel instead. This way, you'll prevent issues when exporting your data. 

Please know that QuickBooks Desktop must be open if it's the first time you update a report from Excel. This sets your preferences and permissions. After that, you can update reports from Excel even if QuickBooks is closed. Please go through this article for more details: Export Reports As Excel Workbooks In QuickBooks Desktop.

For more information, I've added this article so you can learn more about general preference on your reports: Understand Reports In QuickBooks Desktop.

Let me know if you have any questions about exporting in your Excel file. I'm always right here to assist you anytime.