cancel
Showing results for 
Search instead for 
Did you mean: 
Danny W
Level 2

Scheduled Reports - Quickbooks Desktop-Output to Excel

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?

4 Comments 4
MarsStephanieL
QuickBooks Team

Scheduled Reports - Quickbooks Desktop-Output to Excel

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. 

 

  1. You can check out this website for the integrated applications in QuickBooks Desktop: https://desktop.apps.com/home.
  2. Click on the Search tab and search for an available PDF converter.
  3. You can check on the apps and then compare their features and pricing, simply click the Compare button of the apps.
  4. Once you've decided what app to subscribe, you can

 

I added a screenshot too.

 

app qbdt.jpg

 

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.

Danny W
Level 2

Scheduled Reports - Quickbooks Desktop-Output to Excel

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?

 

Fiat Lux - ASIA
Level 15

Scheduled Reports - Quickbooks Desktop-Output to Excel

@Danny W 

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

 

Danny W
Level 2

Scheduled Reports - Quickbooks Desktop-Output to Excel

Thanks Fiat, I have heard of that before. Let me take a look

Need to get in touch?

Contact us