How To Export QuickBooks To Excel

Published on 29 September 2020 at 10:25

Simple tips to Export QuickBooks Online Data to Excel

In today’s QuickBooks online training blog post, we’re going to speak about simple tips to export your QuickBooks Online data to Excel. In the event that you wished to keep a backup of your information or see it in an alternate format, read below to observe how it’s done.

Step one we want to do is always to navigate to your reports screen. You can do that from almost any section of QuickBooks online but, if you don’t notice it, navigate to the Dashboard and appearance in the left-hand navigation menu. If you want help about Export QuickBooks To Excel then Contact our Proadvisors.

Navigating to Quickbooks Reports
On the reports screen, you’ll have several what to scroll through. The amount of reports available can be quite daunting, just what exactly I usually do is go to the search bar, as well as for this example, we’re going to search for the General Ledger. We make use of the General Ledger in this instance since it is the master log of all of the transactions in your books.

Finding the General Ledger in Quickbooks
Next, we need to tell QuickBooks the dates our company is thinking about. Because of this example, we’re interested in the season of 2019. We choose the dates and then click Run Report.

Selecting date for report
Running report in Quickbooks
To recap, the General Ledger is everything — every transaction in your QuickBooks is here now. You can see below so it has categorized the transactions into several accounts:

Business Checking 2345
Petty Cash
Uncategorized Asset
Undeposited Funds
B of Credit Cards
Washington State Department of Revenue Payable
Opening Balance Equity
Owner’s Pay and Personal Expenses
Sales and Product Income
General Ledger accounts
At this point, we’ve navigated towards the report of interest: General Ledger, and we’ve told QuickBooks the dates we wish the report to cover. Now it’s time for you to export the report. Find the report by clicking the little paper with an arrow on it from the right-hand side of one's screen. Click it, as soon as a drop-down menu appears, click Export to Excel. As soon as you accomplish that, within seconds, the download will start.

Export data from Quickbooks
Export data from Quickbooks
Data exported from Quickbooks
We are able to now open our excel file to discover every transaction from our date range within the spreadsheet. Once we’re done viewing the file, click Save As and save the file as 2019 General Ledger. We shall use this filename in the next step.

Viewing exported Quickbooks data as a spreadsheet
So now that we have the basics of how exactly to export a study to Excel, i do want to explain to you ways to get a bit increased detail out of the QuickBooks. Let’s say we wanted to also grab our Profit and Loss Details and combine it with our other excel archives. To achieve that, we start in much the same way as before, we go right to the reports screen, find the profit and loss statement for the amount of interest, and then export.

Locating the Profit and Loss report in Quickbooks
Exporting a Profit and Loss report
To merge this with your other archive, we must open the item in Excel and right-click from the workbook name. Then, from the menu opened, click “move or copy.” Another dialog box will open, and we tell Excel where we want to move the workbook. In this situation, it’s to the other book found in the dropdown menu titled 2019 General Ledger.

Copying a sheet in Excel
Copying a sheet in Excel
Copying a sheet in Excel
And there you've got it. Now you understand the fundamentals of exporting your QuickBooks information. You certainly can do this with as many reports while you desire. And don't forget, it’s always far better to have a backup rather than require it rather than need a backup and not own it.

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