You can run reports and save to Excel with the click of a button!
Here are some reports that provide key business info:
Financial Statements
- Choose Reports > All Reports > Business Overview. Here you'll find the Balance Sheet, Profit & Loss, and Statement of Cash Flows reports.
To save a report in Excel, click its title, customize the date range as needed and rerun the report, then click the Export drop down at the top of the report, and select Excel.
Note: You may wish to save multiple reports by different date ranges, for example one report for each fiscal year since you started using QuickBooks Online. Check with your accountant for advice on the best way to capture this data for your business.
Customer and Vendor/Supplier Lists
- Choose Customers or Vendors/Suppliers on the left side of the page.
- At the top-right of the list, locate the small grey Export to Excel icon next to the print icon and click it. You can open or save the report in Excel.
Customer Balances
- Choose Reports > All Reports > Manage Accounts Receivable.
- Click to run the A/R Aging Detail report, then click the Export drop down at the top of the report, and select Excel.
Vendor/Supplier Balances
- Choose Reports > All Reports > Manage Accounts Payable.
- Click to run the A/P Aging Detail report, then click the Export drop down at the top of the report, and select Excel.
Chart of Accounts
- Choose Reports > All Reports > Accountant Reports.
- Click to run the Account Listing/Account List report, then click the Export drop down at the top of the report, and select Excel.
Transactions
- Choose Reports > All Reports > Accountant Reports.
- Click to run the Transaction Detail by Account report.
- Set the date range at the top to All Dates and rerun the report, then click the Export drop down at the top of the report, and select Excel.
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