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Use Advanced Options to Export QuickBooks Reports to Excel

Mar 17th 2015
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Advanced Options for exporting QuickBooks reports
iStock/Grzegorz Petrykowski
Advanced Options for exporting QuickBooks reports

If you are like most accountants, you often need to export a report from QuickBooks to Excel to do further analysis. The problem is that we continually make the same changes to exported worksheets in Excel. We delete the QuickBooks Export Guide, we delete extra columns, we delete the header, and we add row labels. Sound familiar? Is there a workaround?

Consider the Advanced Excel Options in QuickBooks. In this article I’ll show you how to save time from tedious and repetitive tasks with just a few simple clicks. (These instructions are for QuickBooks Desktop versions—Enterprise, Premier, and Pro.)

Start by running a report in QuickBooks that you want to export to Excel. Click Excel and select Create New Worksheet.

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By suzeli
Feb 17th 2017 15:29

I am trying to create a report that lists all the donors, how much they have given so far, name, address. It involves multiple accounts. When I export the info, each name has multiple lines and are not aligned. Do I have to manually fix this in excel? or is there a way to create a straight forward report? Here is a sample of what the report looks like:
Capital Donations 02/17/2017
January 1, 2015 through February 15, 2017 Cash Basis
Type Date Account Debit Credit Original Amount Balance
XXXXXXX, Vincent and Barbara
Deposit 07/10/2015 I-04.1b · Patron Letter 10.00 10.00 10.00
Total XXXXXXX, Vincent and Barbara 0.00 10.00 10.00
****** Kenneth
Deposit 11/18/2016 I-04.37 · General Donations 10.00 10.00 10.00
Total ****** Kenneth 0.00 10.00 10.00
******, Kenneth
Deposit 08/12/2016 I-04.1b · Patron Letter 25.00 25.00 25.00
Total ******, Kenneth 0.00 25.00 25.00
#####, Douglas
Deposit 03/25/2016 I-04.37 · General Donations 97.50 97.50 97.50

I would like it to be all in the same line, so later on I can create labels with the name and address columns.
Please help!

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