How to Export a QuickBooks Report to Microsoft Excel

You can export a QuickBooks report to Microsoft Excel in just a few easy steps.

This feature works the same in versions 2011–2016 of QuickBooks.
  1. From the report window, click Excel and select Create New Worksheet from the drop-down menu.
    Create New Worksheet

  2. In the Send Report to Excel dialog box, click Export.
    Send Report to Excel Dialog Box
    QuickBooks launches Excel and exports data into a new worksheet. The report format will be similar to the QuickBooks report format and use the same formulas, labels, calculations, headers, and footers from the generated report.
    Excel Report Example

You can save the report in Microsoft Excel and format it as desired. Changes to the report in Excel do not affect any report data in QuickBooks.

Author: Lee Fifield

Lee is a writer, editor, and technology evangelist. Lee received her undergraduate degree in Communications from Ithaca College.

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