How to Convert Or Export report from QuickBooks to Microsoft Excel

In this article we are going to talk about How to Convert Or Export Report from QuickBooks to Microsoft Excel. Follow the steps provided below to easily export reports from QuickBooks Desktop to your locally installed Microsoft Excel.

Export a report

1. Open the appropriate report.
2. Select Excel on the report toolbar. Choose one of the following:
   • Create New Worksheet – if you want to export the report to a new Excel file.
   • Update Existing Worksheet – if you want to export the report to an existing Excel file. To select the workbook:
     1. Select Browse, then choose the existing file.
     2. Select the specific sheet in the file you want to export the report to.
3. (Optional) Open Advanced to set how you want the Excel report to be formatted. Select OK when you’re done.
4. Select Export. The spreadsheet opens in Microsoft Excel once QuickBooks finishes exporting.
5. Voila! Now you know How to Convert Or Export report from QuickBooks to Microsoft Excel

Warning: Excel allows 256 columns in a worksheet

You receive this warning  message when you export a report that has more than 256 columns. This can be resolved by any or all of the following:

Remove space between columns:

1. In the Send Report to Excel window, select Advanced.
2. Uncheck Space between columns checkbox.
3. Select OK.

Create a CSV file:

1. In the Send Report to Excel window, select Create a comma separate values (.csv) file.
2. Select Export.
3. Enter a file name, then select your preferred file location.
4. Select Save.

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