How To Export Check Register To Excel In Quickbooks

In today's QuickBooks online training blog postal service, we're going to talk about how to export your QuickBooks Online information to Excel. If you wanted to keep a backup of your data or view information technology in a different format, read below to meet how information technology's done.

The first footstep we want to practice is to navigate to the reports screen. You tin do that from near whatever part of QuickBooks online simply, if you don't see information technology, navigate to the Dashboard and expect on the left-hand navigation card.

On the reports screen, you'll have several items to scroll through. The number of reports available tin be quite daunting, so what I usually practise is go to the search bar, and for this example, nosotros're going to search for the General Ledger. We use the Full general Ledger in this case because it is the master log of all the transactions in your books.

Finding the General Ledger in Quickbooks

Next, we demand to tell QuickBooks the dates we are interested in. For this example, we're interested in the entire twelvemonth of 2019. We select the dates then click Run Study.

To epitomize, the General Ledger is everything — every transaction in your QuickBooks is here. Y'all can run across beneath that it has categorized the transactions into several accounts:

Business Checking 2345
Petty Cash
Uncategorized Nugget
Undeposited Funds
B of A Credit Menu
Washington State Department of Revenue Payable
Opening Residue Equity
Owner'south Pay and Personal Expenses
Sales and Product Income

At this betoken, we've navigated to the report of interest: Full general Ledger, and we've told QuickBooks the dates we desire the report to cover. Now information technology's time to export the study. Find the report past clicking the little paper with an pointer on it on the right-paw side of your screen. Click it, and when a drib-down carte du jour appears, click Export to Excel. Once you do that, inside seconds, the download volition begin.

We can now open up our excel file and run across every transaction from our engagement range in the spreadsheet. Once nosotros're done viewing the file, click Save As and salvage the file equally 2019 General Ledger. Nosotros will use this filename in a future step.

Viewing exported Quickbooks data as a spreadsheet

So now that we have the basics of how to consign a report to Excel, I want to show y'all how to become a bit more detail out of your QuickBooks. Allow's say nosotros wanted to likewise grab our Profit and Loss Details and combine it with our other excel archives. To do that, we first in much the same way equally before, nosotros get to the reports screen, notice the profit and loss statement for the flow of interest, and and so consign.

Finding the Profit and Loss report in Quickbooks

To merge this with our other archive, we need to open the item in Excel and right-click on the workbook proper noun. Then, on the menu opened, click "move or copy." Some other dialog box will open, and we tell Excel where nosotros want to move the workbook. In this case, it's to the other book located in the dropdown menu titled 2019 General Ledger.

And at that place you have it. Now you know the fundamentals of exporting your QuickBooks information. You can do this with as many reports every bit you desire. And remember, it'southward e'er meliorate to have a backup and not demand it than to need a backup and not have it. To encounter a video tutorial of this information, check out the embedded video below. Cheers for reading.