How to Export MS Excel files from QuickBooks?

QuickBooks is the most widely used accounting software to manage the finance-based data smoothly and securely. Exporting MS Excel files seems challenging in QuickBooks unless you have proper insights about the perfect techniques used for exporting. You can easily export excel formatted files in QuickBooks desktops without affecting the existing data. Here in this article, we will explain How to export MS Excel files and what files can be exported in QuickBooks.

How to Export MS Excel files from QuickBooks?

Below-mentioned is the list of different MS excels files you can export in QuickBooks Desktop:

Customer/Vendor/Payroll List & Transactions:

Here are the steps:

• Open your QuickBooks
• Locate Vendor/Customer/Payroll center
• Choose drop-down named Excel and then select the preference given below:
• Export Customer/Employee list/Vendor list if you need to export-related the mentioned field data like balances, name and contact information
• Export Transactions: in case you require to export transactions through name or their type
• Discover the Export window, select whether to generate a new worksheet, or need to update an existing worksheet.
• Choose the Export option
• It will let QuickBooks display MS Excel where you can edit the required information

Items:

• Open QuickBooks
• Discover the list option and then click on Item List
• Locate drop-down named Excel and then select Export all items
• View the Export window to select the worksheet; you can choose the existing one or create a new sheet
• Click on Export option
• The MS Excel will display on the screen where you can perform the required editing

Reports:

Reports contain information regarding QuickBooks exports to Excel. It consists of the below items:

• Date present in the report as it appeared on the screen
• Row labels determining the contents associated with each row
• Report’s headers and footers.
• The formula for totals, subtotals, and other calculations.

The Following are the Steps to Export the MS Excel formatted Reports:

• Choose and open the report that you need to export
• Locate the drop-down named Excel located at the top of the report
• Click Create New Worksheet or Update Existing Worksheet
• Discover the window named Send Report to Excel to select the required task in the report
• Choose the Advanced option to view other available buttons for the exported report
• Hit on OK button
• Make sure that the exported report displaying the header description
• If you are accessing an advanced version of MS excel and your exported report unable to display header information, then follow the below step:
  Locate the Printing button and ensure that you have selected the On Printed report and
  Screen option
• Once done, click on the Export option; the MS Excel sheets will display on the screen. You can easily edit the information as required.

Why Choose Dancingnumbers Exporter?

Dancing Numbers Exporter is user-friendly software providing ease of exporting files, including MS Excel files. Don’t worry about the compatibility issue! It supports all advanced QuickBooks version. It is developed by using an advanced algorithm to streamline the export process. The plus point is you can export files in bulk by consuming less time with a few clicks. Download this useful tool from the Dancingnumbers. It will save more time.

Hopefully, the above article provided you information on How to export MS Excel files from QuickBooks. Don’t forget to take a backup before performing the backup process. Use Dancing Numbers tools for importing, exporting, and deleting data in QuickBooks. Stay tuned in this website to get more updated guidance to streamline the Import, Export, and Delete process in QuickBooks.

Features of Dancing Numbers for QuickBooks Desktop

Supported Entities/Lists

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

Technical Details

Pricing

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.

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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.

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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.

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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.

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Which file types are supported by Dancing Numbers?

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

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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