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Export a report to Microsoft Excel

This task requires Microsoft Excel 2003, 2007, or 2010.

Occasionally, you may need to change a report's appearance or contents in ways that aren't available within QuickBooks. Changes you make in Excel don't affect your QuickBooks data, so you're free to customize a report as needed. You can even change report data to run "what if" scenarios.

To do this task

  1. Open the report you want to export.

    Open the report in the Report window.
  2. Click the Excel drop-down arrow at the top of the report.

  3. Select whether you want to create a new worksheet or use the report data to update or replace an existing worksheet.

You don't need to open Excel. QuickBooks will open the application for you when you export the report.

Note: When you export a balance sheet report from QuickBooks, the Excel version of the report might differ from the balance sheet report in QuickBooks. This difference is due to how the two programs calculate balance sheet report totals. QuickBooks rounds all numbers (including totals) in the report, while Excel rounds nontotal numbers first and then adds the rounded numbers together to calculate the totals. To resolve this issue, you can either:

  • Change the formula Excel uses to calculate balance sheet report totals

  • Change the totals in the balance sheet report

Please refer to the Excel Help files for instructions or additional information.

See also

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