Help Center- In the KB we will use a sample database to export from QuickBooks to Excel and save as a CSV. We will use a profit and loss report as an example.
- At the top of the report, there is an Excel button. Next to the button is a down arrow. Click the down arrow and choose Create New Worksheet.
- A Send Report to Excel window will appear. Check the radio button that says, "Create a Comma Seperated Values (.CSV)file." Then click Export.
- Next a Window will appear asking where to save the CSV file. For now we will save it to the Desktop. We can then name what we want our export to be under File Name. Then click Save.
- After the export is complete, minimize QuickBooks. Locate your export where you saved it. Then Open your exported report.
- Exporting to CSV files is faster as QuickBooks isn't trying to "stream" data and formulas into Excel. Rather it just saves the raw data values without formulas or other formattting. If you need further assistance, please visit our live chat - Chat with Us | R360 and tech can assist.