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Show or hide report detail in Microsoft Excel

Note: Requires Microsoft Excel 2000 or later.

In Excel, you can expand or collapse report data on a case-by-case basis and choose how many levels of data you want to show. In Excel, this feature is called outlining.

  1. Open the report you want to export.

  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 an existing worksheet.

  4. In the Send Report to Excel window, click the Advanced button.

  5. In the Advanced Excel Options window, select Auto Outline.

  6. Click OK.

    When QuickBooks is finished exporting, the report opens in Excel.

  7. Use the outline symbols in the leftmost column or top row to expand or collapse groups of data.

    Within Microsoft Excel, you can use the outline symbols in the leftmost column to expand or collapse groups of data in rows. In reports that contain multiple columns of calculations, you will find outline symbols in the top row.

    To learn more about using the outline symbols, refer to "outlining" in the Help that comes with Microsoft Excel.

What if I don't see any outline symbols?

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