Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
In QBO you can export scheduled custom reports as excel.
In QB desktop it appears the only option is PDF, anyone have any workarounds.
I need the export of the reports to be excel, or preferred as a .csv
Would Intuit be open to adding this feature to Desktop?
Hi there, @Danny W.
Currently, the option to export the scheduled reports is only via PDF file. Although, you can search for the third-party apps for .pdf to excel file converter.
I added a screenshot too.
Should you want to know more about managing your reports and customize it, I have an article just for that: Customize reports in QuickBooks Desktop.
Also, you may want to visit our Blog site for more updates about the features in QuickBooks: https://quickbooks.intuit.com/blog/.
Please don't hesitate to comment below by clicking the Reply button if you need anything else. I'll be here to help you. Stay safe and have a good one.
Thank you, in the article link you provided it states that' QB Pro, Premier may benefit to get advanced reporting by using QB Enterprise. Does this offer the ability in Scheduled Report to export as excel, .csv?
Explore TP Exporter. Afaik, you are able to schedule a Journal Report, Invoice with Payments, Payroll Detail Report, and Transaction Detail Report; all in CSV format.
https:// transactionpro.grsm.io/qbd
Thanks Fiat, I have heard of that before. Let me take a look
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here