Export Transactions/Lists from QuickBooks Desktop using Dancing Numbers

The “EXPORT” feature enables you to download the transactions and Lists from QuickBooks Desktop in excel file format. Follow the […]

The “EXPORT” feature enables you to download the transactions and Lists from QuickBooks Desktop in excel file format.

Follow the below-given steps and you can easily export transactions/lists from QuickBooks Desktop.

  • Open the dancing numbers
  • Locate and Click on the “Export” Button available on Home Screen
  • Now, you will be asked to “Select QuickBooks Export Type” as per your requirements (For example Invoice, Journal Entries, Customer, etc).
Select filters for journal entry
  • Apply the appropriate filters for the Name, Date Range (From Date and To Date) and Transactions No. according to your needs.
  • Click On Next.
  • You can see the table will be populated by the results obtained from QuickBooks Desktop.
Choose fields
  • Click Next to see the Preview.
file preview
  • Finally, click on Export File available at the right bottom to select the Existing Workbook if it’s Open or Click New Workbook and OK.
Select excel workbook
  • You are done with data exported into Excel.

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