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Know the Steps to Export Excel from the QuickBooks Desktop

Do you want to take your reports and prepare them on QuickBooks and go ahead with their interpretation in Excel […]


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Do you want to take your reports and prepare them on QuickBooks and go ahead with their interpretation in Excel sheets? Well, need not worry! You can easily do that by quickly saving your reports with the extension ‘.xlsx’ of Excel workbooks, CSV spreadsheets, or PDFs.

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Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

This article is all about how you can save QuickBooks reports and makes use of them in Microsoft Office Excel with great ease.

How can You Export a Report in QuickBooks Desktop for Windows?

Exporting a report made in QuickBooks Desktop for Windows to excel is not a complicated task. You can simply get the following steps into use to do this.

  • To begin with, you need to access the QuickBooks application on your system.
  • After that, you have to navigate to the Reports tab and tap on the option named Reports Centre.
  • Then you are required to search for any report and run it on your desktop.
  • Once done with the above step, go to the toolbar and choose Excel.
  • If you want to save the PDF as a report then you can also choose the Print or Email option.
  • Then you have to choose ‘Create New Worksheet‘ to make a new Excel workbook.
  • After that, tap on the Update Existing Worksheet option if you want to update an already existing workbook with the open report data.
  • Now, you need to choose the Browse option and look for the workbook on your computer system. You must know that this overwrites the workbook that is already saved.
  • Then, you need to select the advanced option just in case you wish to format the data in a specific way, as this step is optional.
  • After that, you have to make sure that the report does not contain less than 256 columns.
  • The last step is to click on the Ok button once the report is ready to export. Also, choose the option named Export if you want to open the report in excels.

Ways that Help to Export a Report from QuickBooks Desktop for Mac

If you desire to export a report that is prepared in QuickBooks Desktop for Windows to Microsoft Excel, then you can just get the following steps into use to do it with ease.

  • The first step is to head on to the Reports tab and look for the report you want to export.
  • After that, you need to choose the option Export.
  • Then you are supposed to tap on the File as soon as it starts running.
  • And finally, the last step is to pick the Save As option to save your work.

You must know that as soon as you are done with the above step, QuickBooks will open the Excel workbooks with the already set default application. If you wish to change it, here’s how you can do it.

  • Firstly, make a Right-click on the file.
  • After that, tap on the Get Info tab.
  • Once done, navigate the Open With tab and choose Microsoft Excel/Apple Numbers.
  • The final step is to select the option named Change All.

After having done the steps mentioned above, make changes in your report preferences and set them accordingly to modify the type of file that is required by QuickBooks to export. (.sylk or .xlsx).

How to Keep the Reports Updated While Working in Excel?

Once you have successfully exported the reports to excel, then you will get your hands on the latest version of the QuickBooks application while working on the excel sheets.

Please make a note: It is very important to keep your QuickBooks Desktop open while you are running an update on Excel reports as it is responsible for setting up your permissions and preferences.

After you are done, you will be able to update your reports from within Excel using the steps mentioned below, even if your QuickBooks application is closed.

  • To begin with, access Microsoft Excel and head to the QuickBooks tab.
  • Microsoft Excel automatically adds the updates if any, for the first time you export them.
  • Finally, choose the option named Update Report to get the latest available version of the report from QuickBooks.

You should have understood the ways and steps to export Excel from the QuickBooks desktop by now. If you still face any problems, even after carefully following the given steps, feel free to reach out to the Dancing Numbers experts. The experts here are highly experienced in their respective domains and they are ready to assist you 24/7 in the best possible way.

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Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-800-596-0806 or chat with experts.


What to do if I Encounter a Message that States my Report has too many Columns while I Export Excel from the QuickBooks Desktop?

If you receive any message that states like ‘your report has too many columns’, then make use of the following steps.

Choose the option that is named ‘Advanced’.
Click on the checkbox ‘Space between columns’ to uncheck it, and hit the Ok button.
Alternatively, save your report in CSV format if you need more columns.

Which Versions should I have on Windows and Mac to Run Excel Workbooks easily when I Proceed to Export Excel from the QuickBooks Desktop?

The compatible versions for Windows and Mac to run Excel workbooks easily are as under.

For Windows: Microsoft Excel 2016 or later
For Mac: Apple version v3.5 with Mac Office 365 inclusive.

What are the Steps to set Report Preferences before updating them while I move ahead to Export Excel from the QuickBooks Desktop?

If you don’t like the way QuickBooks displays your reports then you can change it by setting your report preferences, which is done using the following steps.

Visit the QuickBooks menu and choose Preferences.
After that, select the option Reporting.
Head to the General and Classify cash tab to choose your preferences.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Error Free

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On-time Support

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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