Tips to Export Reports from QuickBooks Software to Microsoft Excel

The accounting software QuickBooks is used most frequently worldwide within companies, firms, shops and organization; the program has very powerful reporting capabilities to generate. Though, there are some reporting functions and modifications which QuickBooks is unable to perform. For an instance, if the QuickBooks report does not add a column or row, then you can’t do the calculation yourself. Even you can’t rename column or row headings. Find the way around this, so that you could send the report from QuickBooks to Microsoft Excel to get the benefits of these unique features, which excel offers to you. In this article you will know about how to export a report to Excel, besides how to do calculations & modifications to get more out of the data, as well as to know how to outline and filter report data to retouch report presentation and avail information promptly.  

The Ways to Export Report to the Excel Sheet

1. Just open the report that you want to export to Excel sheet. For example, if you want to export the Balance Sheet from the QuickBooks Home page, then click Reports then Company & Financial and then Balance Sheet Standard. 

2. Click on the Excel button and select to create a new worksheet in Excel sheet.

3. Now, you will have almost three choices for the export. First, you can create a new worksheet in the workbook, or in already existing workbook. Second, you can update to already existing worksheet. And third you can dispatch the report to a comma separated values file. You can do this if you do not have Microsoft Excel installed on your computer.

4. Further, select the option to create a new worksheet in the new workbook.

5. Now click to export button.

6. The QuickBooks program itself starts Microsoft Excel and copy to report to a new spreadsheet in the new workbook. The following changes made here do not affect your QuickBooks data. The label fields are the text fields which you can alter. Now click on the word Assets and then type stuff worth money.

7. Although, the totals are the formulas. That’s why any changes made to the values also, change the total. As a fixed asset, if you have about $533,218.31 and it includes furniture and other equipment purchased last year for $44,326.00. Then enter the amount of the furniture and equipment's worth as per today's market. Now click the cell right of furniture and equipment and enter $15,000, Press Enter. Now, you have $518,218.31 in total fixed assets. Certainly, you would not like to make these changes to the Balance Sheet in a real way.

8. You can use any of the Excel’s features to customize the report. Click on the Microsoft Office button and click Exit Excel to shut the Excel sheet. Click the” No” option when it asks to save the file.

Yet, are you confronting any issues in performing the steps mentioned above or the means don’t appear to be clear for you at that point contact our QuickBooks Customer Care USA agent @ 1-877-933-1633 or you may even send us an email at support@quickbookssupport.net.