Exporting reports
In this section, we will cover how to export reports to Excel and PDF. In the next section, we will show you the step-by-step process of emailing reports directly from QuickBooks.
When you run a report in QuickBooks, the export data menu will automatically appear in the upper-right corner, as indicated here:
Figure 10.17: Multiple ways to export a report from QBO
The following is a brief explanation of each icon:
- Envelope: Click on the envelope icon if you want to email a report directly from QuickBooks.
- Printer: The printer icon is used if you would like to print a hard copy of a report.
- Paper: The icon that resembles a sheet of paper with an arrow going through it is used to export reports to Excel or PDF.
We will discuss exporting reports to Excel first.
Exporting reports to Excel
As discussed in the previous section, if you need the ability to manipulate the data on a report, or add additional columns and...