How To Export QuickBooks Data to Excel

by James Antonio

QuickBooks comes in the top accounting software, it not only helps you in many ways through its latest tools, business information, and data security. Day by day QuickBooks is becoming stronger as it is upgrading itself. Exporting the data is very much needed for the users sometimes while working with QuickBooks. Export is a process in which you take your data from one program to another, it can also be used as a method of backing up important data or shifting the data between two different versions of programs. Although excel allows you to copy and paste the data, however, it doesn’t apply on large data and some specific or certain formats. Instead of that users can import or export the data. Using the dancing numbers software you can easily import and export the data to and from QuickBooks.

Export QuickBooks Data to Excel

Why Select Dancing Numbers:

  • It’s easy to navigate and operate the software
  • It generates the reports in a fast way
  • It has a smooth and efficient functional design
  • You can get the services at a lower price

Export QuickBooks Data to Excel

Below steps are mentioned to Export the QuickBooks data to excel :

  • Go to the QuickBooks icon, double click the icon to launch the process of Export QuickBooks Data to Excel
  • Now at the top of the QuickBooks window, you will see an option reports, click on the Reports and then click on the report center to open the report center window
  • Click on the report which you want to export, then click on the option display report to view the same
  • Now at the top of the window, under the drop-down menu, click on Excel which opens the Excel report window
  • If you want to update the old or existing Excel, click on “existing excel workbook” else to create a new Excel click on the radio button which is available besides “new Excel Workbook
  • Click on Browse tab and select the desired workbooks if you are working on an existing workbook
  • Go ahead and select the option “Export” to export QuickBooks data to Excel

If you are missing the data while you open the report in excel, it means the file is in a protected view. In excel, you will need to select Enable editing to get the full report.

How to Link QuickBooks Data into Excel?

After exporting the data to excel if the user wants to link the QuickBooks data to Excel which helps you in many ways such as creating customizable reports, analysis, schedules, etc. The below information shows you how you can connect the data.

Open database connectivity is the key – QuickBooks gives the facility of exports and hence in this scenario, live links will be established between the Excel and QuickBooks, which when will be refreshed it updates the data, reports, analysis, dashboards, etc. You can take advantage of this feature once you get the ODBC driver on your computer. You can say this is the type of middleman between the database that stores the data and the application which is requesting the data.

Get the ODBC driver – ODBC facility can be availed until you install the ODBC driver on your computer. Depending on the QuickBooks version either you can go to File >>> Utilities >>> Configure ODBC and proceed with the available instructions on the computer screen or you need to obtain the driver from the third party.

Accessing the data through ODBC – Once the ODBC driver is installed, now you are ready to link the data to the excel. Now open the QuickBooks data file and Excel. After that, from the Excel Data tab of the ribbon, select Get Data >>> from other sources >>> From ODBC and choose the name of the QuickBooks data source. Then click ok, now select the table you want from QuickBooks in to excel. Finally, after selecting the data which you want to link, you need to click the drop-down arrow situated just next to Load near the lower and right corner of the window, select the option Load to, after then select the desired output like a table, pivot table, etc.

It is very important to discuss some information. Once data are shown in excel, you can do anything with the data as per the requirements. It means that are no restrictions on the data as it is connected with the external data source. Secondly, this linking process creates a link between the Excel sheet and the QuickBooks database. You can refresh the link on-demand using many options, including the right click on the query in the Queries and connection panel on the window.

It is always seen that exporting always needed to the users when there is a requirement of Export QuickBooks Data to Excel. Using the dancing numbers you can easily export the data in very less time, it provides you the data security and provides you the latest tools to manage your valuable data. Simply export the data to excel and manage the same as per your requirement.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

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

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

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

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.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

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