If you are wondering how to import QuickBooks data to Excel, consider this blog. Here, we have mentioned all the necessary information that you will need to do so. Moreover, you will know which kind of data is importable. So, get deeper into the post and explore everything mentioned. To make other conversions, like moving QBDT to QBO, you can use the QuickBooks Desktop Migration Tool.
If you don’t want to risk your QuickBooks data and prefer to consult a professional for help, give a ring to +1.833.802.0002. They are experienced and can better guide you throughout the transfer process.
Type of QB Data You Can Import to Excel
Various types of data can be exported to Excel. The following are different kinds of transferable data. Let's have a look at them one by one.
- Items list: All items in your inventory can be imported to Excel, helping you with inventory management and analysis.
- Customers, vendors, payroll lists, and transactions: The kind of data you can move to Excel is clearly outlined in this list, which contains customer, vendor, and employee data, such as names, balances, and contact information. Moreover, this enables the export of transactional data by name or type.
Reports: Exporting reports to Excel is beneficial in more ways, as it enhances the reporting capabilities and gives you the advantage of formulas. For instance, you can perform calculations such as totals, subtotals, and more. Furthermore, you can expand reports to get more useful insights from them.
Import QuickBooks Data to Excel Using the Method Below
We will learn the methods for exporting QB Desktop and Online data to Excel. Let me walk you through each step so you can complete it accurately.
Steps to transfer items from QB Desktop to Excel
- The very first step is to log in to the QB company files as an admin.
- Hover over the main menu.
- Choose Lists.
- Click on the Item List.
- Go to the Excel dropdown and choose Export all items.
- Move to the Export window and choose one from the following:
- Create a new worksheet: It will create a new Excel file in QB with the selected data.
- Update an existing worksheet: QB will update the existing Excel worksheet with the data you selected.
- Choose Excel at last.
Steps to transfer QB Online items to Excel
- Log in to the QB online company file as an admin.
- Hover over the main menu.
- Choose Lists.
- Tap on Item List.
- Head to the Excel dropdown and pick the Export all items option.
- Choose one from the following options in the Export window.
- Create a new worksheet: It will create a new Excel file in QB with the selected data.
- Update an existing worksheet: QB will update the existing Excel worksheet with the data you selected.
- Choose Excel at last.
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Steps to transfer invoices from QB Desktop to Excel
- Head to the Customers menu.
- Choose Customer Center.
- Click on the Transactions tab.
- Tap on Invoices and use filters to make the searches easy.
- Select Run Reports after including all the invoice data you want to transfer.
- Click on the Excel drop-down option, which you will find at the top of the invoices report.
- Now, choose from the following options:
- Create a new worksheet: It will create a new Excel file in QB with the selected data.
- Update an existing worksheet: QB will update the existing Excel worksheet with the data you selected.
- Later, in the Send Report to Excel window, you need to choose the next options for the invoices.
- Tap Advanced.
- Click OK and choose Export.
- Now, you can use MS Excel or any other spreadsheet program to open the Exported Excel File that stores your invoice data.
What You Should Remember
Although the blog clearly explains how to import QuickBooks data to Excel, if you still hesitate to do it on your own, consulting a professional is advised. To contact an expert, give a ring to +1.833.802.0002 and directly get connected with our QDM Advisors
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