QuickBooks Desktop is one of the strongest accounting software options available for all size businesses. With the help of detailed reports that allow tracking and analyzing financial data, it aids users in handling various financial affairs with better management. One common requirement users face is that of exporting the report for more in-depth analysis or sharing the report with interested stakeholders or other presentational use. This feature of QuickBooks allows exporting of reports in numerous ways, one of which is the most handy and convenient is exporting reports to Excel workbooks.
In this blog, we walk you through steps on how to export reports to Excel workbooks within QuickBooks Desktop.
Why Export Reports as Excel Workbooks?
Let's talk a little about why you want to export your report to Excel, first:
● Analysis. You are free to further analyze data when it's placed into an Excel format by applying all its might in terms of features like formulas, charts, and pivot tables, among others.
● Easy Sharing: This format ensures that even if a report is prepared in Excel, it is shared, and people can easily open it outside of QuickBooks to view, edit, or review.
● Archival: Excel files can be archived and stored much simpler in comparison with QuickBooks, especially considering large data entries for extended time.
● Now that you understand the benefits, let's dive into how to export your QuickBooks Desktop reports as Excel workbooks.
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