Export a report or list to Microsoft Excel

If you export a report to Microsoft Excel, it can give you more control over the display.

Exporting lists is only available in QuickBooks Plus.

To export a report or list to Microsoft Excel:

  1. Open the report or list you want to export.
  2. Click Excel (or Export List if you're importing from the Products and Services list).
  3. Open the file in Excel and make any changes you want.

The changes you make apply to the Excel version of the report and don't affect the report in QuickBooks.

Note: During export, time is converted to decimals. If you export a report with time values (hours and minutes), they are converted to decimals in Microsoft Excel. For example, 1:30 becomes 1.5.