Exportin to xl

T

Trying To Excel

I would loke to export a report from quickbooks to excel. Can someone walk me
through
 
S

ScottO

I have the current version of Quickbooks Pro.
When I view a report on screen, one of the available buttons at the
top of the report window is labelled "Export...".
If I hit the export button, one of the export options is to export as
"a new Excel workbook".
Is your version different?
Rgds,
ScottO

message | I would loke to export a report from quickbooks to excel. Can
someone walk me
| through
 
T

Trying To Excel

Hi Scotto
I Have a similar version and there is button to export to excel. One of
the options is to export it to an existing file, I would like to have that
file already created so that the columns and rows are set to accept the data.
Otherwise each time a report is exported I would have to adjust each time.
 
T

Trying To Excel

Hi Scotto
It occured to me that I could create a Macro to design the spreadsheet
and use it each time.
 
S

ScottO

I see your problem ... each time you export, the rows and columns can
be different depending on the report choices you make.
If you want the report to export to a known spreadsheet format,
you'll need to be very disciplined about how you go about it - e.g. I
suggest that you set the Column specs to Month so as to create room
for future months and to ensure that the YTD column is in a known
position. If you add to your chart of accounts, or use a previously
unused account, then row positions will change, so you probably need
to think about you account structures before you get too far along.
I hope this helps.
Rgds,
ScottO


message | Hi Scotto
| I Have a similar version and there is button to export to
excel. One of
| the options is to export it to an existing file, I would like to
have that
| file already created so that the columns and rows are set to accept
the data.
| Otherwise each time a report is exported I would have to adjust
each time.
|
|
|
| "ScottO" wrote:
|
| > I have the current version of Quickbooks Pro.
| > When I view a report on screen, one of the available buttons at
the
| > top of the report window is labelled "Export...".
| > If I hit the export button, one of the export options is to
export as
| > "a new Excel workbook".
| > Is your version different?
| > Rgds,
| > ScottO
| >
in
| > message
| > | I would loke to export a report from quickbooks to excel. Can
| > someone walk me
| > | through
| >
| >
| >
 
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