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.
- From the report window, click Excel and select Create New Worksheet from the drop-down menu.
- In the Send Report to Excel dialog box, click Export.
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.
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.