How To Export Quickbooks Bank Register To Excel

In today's QuickBooks online training web log post, we're going to talk about how to export your QuickBooks Online data to Excel. If y'all wanted to keep a backup of your data or view information technology in a different format, read beneath to run across how it'south done.

The first stride we want to exercise is to navigate to the reports screen. You tin do that from nearly whatsoever part of QuickBooks online but, if you lot don't come across it, navigate to the Dashboard and look on the left-hand navigation menu.

On the reports screen, yous'll have several items to curl through. The number of reports bachelor can be quite daunting, so what I usually exercise is go to the search bar, and for this example, we're going to search for the Full general Ledger. We employ the Full general Ledger in this instance considering it is the principal log of all the transactions in your books.

Next, we need to tell QuickBooks the dates nosotros are interested in. For this example, we're interested in the unabridged twelvemonth of 2019. We select the dates and then click Run Report.

To epitomize, the Full general Ledger is everything — every transaction in your QuickBooks is here. You lot can encounter beneath that it has categorized the transactions into several accounts:

• Business Checking 2345
• Niggling Greenbacks
• Uncategorized Asset
• Undeposited Funds
• B of A Credit Card
• Washington State Section of Revenue Payable
• Opening Rest Equity
• Owner'due south Pay and Personal Expenses
• Sales and Product Income

At this point, nosotros've navigated to the written report of interest: Full general Ledger, and we've told QuickBooks the dates we want the report to cover. Now information technology's time to consign the written report. Observe the written report past clicking the piffling paper with an arrow on it on the right-paw side of your screen. Click information technology, and when a drop-downwardly bill of fare appears, click Export to Excel. Once you exercise that, within seconds, the download will begin.

We can now open our excel file and encounter every transaction from our date range in the spreadsheet. Once we're done viewing the file, click Relieve Every bit and save the file every bit 2019 General Ledger. Nosotros will utilize this filename in a future step.

So now that we take the basics of how to export a study to Excel, I want to show you how to get a flake more detail out of your QuickBooks. Permit's say we wanted to besides grab our Profit and Loss Details and combine it with our other excel athenaeum. To do that, we beginning in much the same way as before, we become to the reports screen, find the profit and loss statement for the period of involvement, and and so export.

To merge this with our other archive, nosotros demand to open the detail in Excel and right-click on the workbook name. Then, on the menu opened, click "motility or copy." Another dialog box will open, and we tell Excel where we want to movement the workbook. In this example, it'southward to the other book located in the dropdown menu titled 2019 Full general Ledger.

And there y'all have information technology. At present yous know the fundamentals of exporting your QuickBooks information. You can do this with every bit many reports as you desire. And remember, information technology's always better to have a backup and not need it than to need a fill-in and not have it. To meet a video tutorial of this information, bank check out the embedded video beneath. Thank you for reading.

How To Export Quickbooks Bank Register To Excel,

Source: https://www.gentlefrog.com/how-to-export-quickbooks-online-data-to-excel/

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