You can easily export QuickBooks reports to Excel to have the power to manipulate and format data and to run what-if scenarios.

  • Open the report you want to export.
  • Click the Export button at the top of the report.
  • Choose whether to export as a comma-separated values (CSV) file, or into a new or existing Excel workbook.
  • Click the Advanced tab if you want to preserve some of the QuickBooks report formatting options.
  • Click Export.

Questions? Contact one of our QuickBooks experts.