How to Export QuickBooks to Excel

Elise Williams

2024-09-27 19:04:05 • Filed to: Quickbooks Tips and Tricks • Proven solutions

QuickBooks accounting software provides you with the abilities to create a view and edit complex reports. However, if you want to centralize or edit the reports in a workbook, you must export the data to Excel. This task is easily achieved using the export feature available in the QuickBooks. So below are the steps and instructions for Quickbooks export estimate to Excel.

How to Export Data from QuickBooks to Excel

From your computer, go to QuickBooks and launch it to start Quickbooks export to Excel.
At the top of the window, select reports and click on report center from the options provided to open the report center window.
Click on the specific report you want to export and click on the display report to view it.
At the top of the report from the drop-down menu, click on Excel to open the Excel report window.
To create a new Excel workbook, click on the radio button beside "new Excel workbook". Otherwise, click on "existing excel workbook" to update an old one.
If working on an already existing workbook, click on the browse tab and choose the desired workbook.
Then proceed to choose "export" to export from QuickBooks to Excel.

Note: if you create a new file, Excel will be automatically opened. However, your file won’t be saved until you save it in a preferred location.

Export General Ledger Details from QuickBooks to Excel

Once inside your QuickBooks, from the left navigation bar, click on reports.
Then type in general ledger in the search field.
At the upper right-hand of the report, click on export and choose export to Excel from the options.
Then ok.

In fact, it's also easy to export from Excel to Quickbooks!

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