Set Cloud-Based Reports to Open Automatically in Excel

Spreadsheets and graphs on a desk

As the world moves toward ever more cloud-based accounting systems we sometimes encounter disruptions in our normal workflows.

For instance, if you're using a desktop-based accounting program, when you export a report to Excel it opens automatically. However, cloud-based accounting programs often introduce speed-bumps into this process. In this article I'll describe which browsers to use if you want to have a seamless export of reports into Excel.

For this article I used the free sample copy for QuickBooks Online using the following browsers:

  • Chrome for Windows
  • Firefox for Windows
  • Edge for Windows
  • Safari for Mac

Let's first go through the normal workflow involved in exporting reports from a cloud-based software such as QuickBooks Online to Microsoft Excel for most browsers:

  1. As shown in Figure 1, log into your QuickBooks Online company or use the free test-drive company.
  2. Click Reports.

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About David Ringstrom, CPA

David Ringstrom

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. His mantra is “Either you work Excel, or it works you.” David offers spreadsheet and database consulting services nationwide.


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