I'm here to ensure you're able to export the correct values of your A/R Ageing report to an Excel file in QuickBooks Online (QBO), @ellen-aagas-co-z. This way, you can effectively manage your transactions and monitor your customer balances.
When you export a report from QBO either to Excel or PDF, its content won't change. You can isolate this exporting to Excel issue by performing the following:
- Export the A/R Ageing report to Excel again.
- Update your Excel version.
The first thing you can do is to export the A/R Ageing report to Excel again. This way, you'll be able to identify whether you need to update your Excel file version.
After that, regardless if you've exported incorrect or correct values per customer and their total, you'll have to update the Excel version you have on your computer. This will prevent the same scenario in the future. Let me guide you how.
- Go to your computer's Start menu.
- Click All Programs.
- Select Windows Update.
- You will be directed to the Windows update folder. From there, follow the on-screen instructions to complete the process.
In QBO, you can pull up reports to give you a snapshot of different aspects of your business. You can customise any of the reports you've opened to focus on the details that matter the most to you. Then, memorised it to save its current customisation settings. For the step-by-step guide, kindly refer to this article: Memorize reports in QuickBooks Online. It also contains details about setting a schedule to email your memorised report.
Please let me know if you have other concerns. I'm just around to help. Take care always.
