Export QB report to Excel

When you export a QB report to Excel, it will automatically open Excel on the cloud. If you would like to then use a locally installed copy of Excel, you will need to allow QB to export the file to Excel on the cloud and then save the Excel workbook to the desired location on your local device. When you click on Save As you will want to select your local C drive and save the file in that location. You will then close the Excel on the cloud and open the Excel on your local device and simply go to where you stored the file and open it in your locally installed Excel program. Of course, you may also simply use the Excel on the cloud to view and manipulate your Excel file, but at times clients have expressed an interest in using a local installation. 

Here are the instructions for completing the basic export from QB:

Export a report to Microsoft Excel

This task requires Microsoft Excel 2003, 2007, or 2010.

Occasionally, you may need to change a report's appearance or contents in ways that aren't available within QuickBooks. Changes you make in Excel don't affect your QuickBooks data, so you're free to customize a report as needed. You can even change report data to run "what if" scenarios.

To do this task

1. Open the report you want to export.
2. Loading, please wait . . . 
3. Click the Excel drop-down arrow at the top of the report.
4. Select whether you want to create a new worksheet or use the report data to update or replace an existing worksheet.

You don't need to open Excel. QuickBooks will open the application for you when you export the report.

Note: When you export a balance sheet report from QuickBooks, the Excel version of the report might differ from the balance sheet report in QuickBooks. This difference is due to how the two programs calculate balance sheet report totals. QuickBooks rounds all numbers (including totals) in the report, while Excel rounds nontotal numbers first and then adds the rounded numbers together to calculate the totals. To resolve this issue, you can either:

Change the formula Excel uses to calculate balance sheet report totals

Change the totals in the balance sheet report

Please refer to the Excel Help files for instructions or additional information.