How To Export QuickBooks Online Data to Excel In today’s QuickBooks online training blog post, we’re going to talk about how to export your QuickBooks Online data to Excel. If you desired to keep a backup of your information or view it in a new format, read below to see how it’s done. The first step we should do is always to navigate into the reports screen. You could do that from almost any element of QuickBooks online but, if you don’t view it, navigate into the Dashboard and look on the left-hand navigation menu. If you want to know about How To Export QuickBooks To Excel simple you can dial our toll-free QuickBooks Support Phone Number. Navigating to Quickbooks Reports On the reports screen, you’ll have several what to scroll through. The number of reports available can be quite daunting, what exactly I usually do is go right to the search bar, and for this example, we’re going to search for the General Ledger. We make use of the General Ledger in this case because it is the master log of all the transactions in your books. Choosing the General Ledger in Quickbooks Next, we must tell QuickBooks the dates our company is thinking about. With this example, we’re thinking 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 overall Ledger is everything — every transaction in your QuickBooks will be 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 A Charge Card Washington State Department of Revenue Payable Opening Balance Equity Owner’s Pay and Personal Expenses Sales and Product Income General Ledger accounts At this time, we’ve navigated towards the report of interest: General Ledger, and we’ve told QuickBooks the dates we wish the report to cover. Now it is time to export the report. Discover the report by clicking the little paper with an arrow on it in the right-hand side of one's screen. Click it, and when a drop-down menu appears, click Export to Excel. As soon as you accomplish that, within a few minutes, the download will start. Export data from Quickbooks Export data from Quickbooks Data exported from Quickbooks We are able to now open our excel file to check out 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're going to make use of this filename in a future step. Viewing exported Quickbooks data as a spreadsheet So given that we possess the basics of how exactly to export a study to Excel, I want to explain to you how to get a bit greater detail out of one's 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 very similar way as before, we go right to the reports screen, get the profit and loss statement when it comes to amount of interest, and then export. Locating the Profit and Loss report in Quickbooks Exporting a Profit and Loss report To merge this with this other archive, we must open the item in Excel and right-click in the workbook name. Then, on the menu opened, click “move or copy.” Another dialog box will open, and we tell Excel where you want to move the workbook. In this case, it’s to another book located 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 are able to do this with as many reports while you desire. And don't forget, it is always far better to have a backup and not want it than to need a backup rather than own it.
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