QuickBooks’ reports are highly customizable, but they don’t have Excel’s power to manipulate and format data and to run what-if scenarios.

You can easily export QuickBooks reports to Excel.

    • Open the report you want to export.
    • Click the Export button at the top of the report.
    • Choose whether to export as a comma-separated values (CSV) file, or into a new or existing Excel workbook.
    • Click the Advanced tab if you want to preserve some of the QuickBooks report formatting options.
    • Click Export.