How To Export QuickBooks to Excel

January 1, 2022

How To Export QuickBooks to Excel

How To Export QuickBooks to Excel

Here is a quick guide on how to export QuickBooks reports to Excel.

1) Select the QuickBooks report you would like to export

QuickBooks reports

2) Click on the Download Icon on the right side of the report inside QuickBooks

QuickBooks export to Excel

3) Select “Export to Excel”

Export to Excel

Exporting your QuickBooks reports to Excel can work, but what if there was a better, faster, and easier way? 

Introducing LiveFlow’s QuickBooks & Google Sheets Extension that lets you import QuickBooks reports to Google Sheets in seconds. 

The ideal tool for accountants, bookkeepers, fractional CFOs, and finance teams looking to automate financial reporting. 

With LiveFlow you can:

  • Export QuickBooks reports to Google Sheets with one click
  • Automatically refresh your reports, so that your data is always up-to-date
  • Drill into your financial reports directly in your spreadsheet
  • Automate your budget vs. actuals report – No need to ever manually import actuals again
  • Automate your Consolidated P&L – No need to ever manually put together your numbers again
  • Connect to unlimited QuickBooks accounts, and manage all your companies, or your clients, in one place

Try LiveFlow for free here

Which QuickBooks reports can I automate with LiveFlow?

  • Profit & Loss (P&L)
  • Profit & Loss (P&L) Detail
  • Balance Sheet
  • Balance Sheet Detail
  • Cash Flow
  • A/P Aging
  • A/R Aging
  • A/P Aging Detail
  • A/R Aging Detail
  • Transaction List
  • General Ledger
  • Trial Balance
  • Income by Customer Summary
  • Sales by Customer Summary
  • Collections Report
  • Accounts List (Chart of Accounts)
  • Bill Payment List
  • Customer Contact List
  • And more coming soon!

Try LiveFlow for free here

Here is what a few of our customers say:

  • Cheryl Lanahan, Plumbooks - "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"

  • Dan DeGolier, AscentCFO - "Our initial impression of LiveFlow is that it can be a big time-saver! We're excited to partner with them"

  • Josh Greenbaum, CFO Minded - "I just linked my first client and I honestly love this tool you’ve built!"

Learn more about LiveFlow here:

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Bring financial data into Google Sheets. Fast.

Try out our Google Sheets Add-On and bring your P&L, Balance Sheet and Cash Flow into Google Sheets in no time.

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