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How To Export QuickBooks To Excel

Just how to Export QuickBooks Online Data to Excel

In today’s QuickBooks online training blog post, we’re going to talk about how exactly to export your QuickBooks Online data to Excel. In the event that you wanted to keep a backup of the information or view it in a unique format, read below to observe how it is done.

Step one you want to do is always to navigate to your reports screen. You are able to do that from nearly every element of QuickBooks online but, in the event that you don’t notice it, navigate to the Dashboard and appear in the left-hand navigation menu. If you want help about Export QuickBooks To Excel then Contact our Proadvisors.

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

Finding the General Ledger in Quickbooks
Next, we have to tell QuickBooks the dates we are thinking about. Because of this example, we’re enthusiastic about the entire year of 2019. We select 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. You can observe 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 would like the report to cover. Now it is time for you to export the report. Get the report by clicking the little paper with an arrow onto it from the right-hand side of the screen. Click it, as soon as a drop-down menu appears, click Export to Excel. As soon as you do that, within minutes, the download will start.

Export data from Quickbooks
Export data from Quickbooks
Data exported from Quickbooks
We can now open our excel file and 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 are going to make use of this filename in a future step.

Viewing exported Quickbooks data as a spreadsheet
So given that we have the basics of how exactly to export a study to Excel, i do want to show you how 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 accomplish this, we begin in quite similar way as before, we go right to the reports screen, get the profit and loss statement for the amount of interest, and then export.

Locating the Profit and Loss report in Quickbooks
Exporting a revenue and Loss report
To merge this with your other archive, we must open the item in Excel and right-click in 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 case, it is 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 have it. Now you know the fundamentals of exporting your QuickBooks information. You can certainly do this with as much reports while you desire. And remember, it is always far better to have a backup and never need it than to need a backup rather than have it. 

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