Export reports to Excel.

QuickBooks' reports are highly customizable, but they don't have Excel's power to manipulate and format data and to run what-if scenarios.

You can easily export QuickBooks reports to Excel.

  • 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.

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