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8May 2014
May 8, 2014

QuickBooks tip of the day: Export reports to Excel

QuickBooks’ reports are highly customizable, but they don’t have Excel’s power to manipulate and format data and to run what-if scenarios.

You can easily export QuickBooks reports to Excel.

    • Open the report you want to export.
    • Click the Export button at the top of the report.
    • Choose whether to export as a comma-separated values (CSV) file, or into a new or existing Excel workbook.
    • Click the Advanced tab if you want to preserve some of the QuickBooks report formatting options.
    • Click Export.

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