If you're an accountant, you know that QuickBooks is a lifesaver. But what happens when you need to crunch some numbers in Excel and don't have your data in Excel on hand? Don't worry – you can learn here how to export QuickBooks to Excel and get the job done.
Here is a quick step-by-step guide on how to run QuickBooks export to Excel (or Google Sheets) in no time.
How To Export QuickBooks to Excel
1) Select the QuickBooks report you would like to export
2) Click on the Download Icon on the right side of the report inside QuickBooks
3) Select “Export to Excel”
Manual QuickBooks export to Excel can work, but what if there was a better, faster, and easier way?
If you're still wondering - How do I export a CSV file from QuickBooks to Excel? - the, we have an anwer for you. Just connect LiveFlow to your Google Sheets and then head over to File -> Download -> Microsoft Excel (.xlsx).
However, we strongly recommend to use LiveFlow and streamline all of your financial data in Google Sheetsto have your reports updated in real time.
Here is what a few of our customers say:
Cheryl Lanahan, PlumbBooks - "LiveFlow saves me time and tedium - no more downloading, copying and pasting into my spreadsheet. I LOVE it!!"
Jana Kovacovska, TinyCFO - "Automating whatever can be automated is always a good idea, LiveFlow helps with that"
Josh Greenbaum, CFO Minded - "I just linked my first client and I honestly love this tool you’ve built!"