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How to Export Reports from QuickBooks to Excel: Classic vs. Modern View

In this video, learn how to export reports like the Profit and Loss, Balance Sheet, and more from QuickBooks Online to Excel. Whether you're working with the classic view or the modern view, I'll walk you through instructions to customize your date range, apply filters, and get the data you need.

Discover the key differences between exporting from the classic and modern report views, and see how each format looks in Excel.

Key Topics Covered:
▪️Exporting reports via the Tools menu
▪️Exporting specific date ranges and filters
▪️Comparing Classic and Modern report views in Excel

Streamline your QuickBooks workflow and master exporting reports with ease!

Read the blog version with step-by-step instructions and screenshots at: https://www.gentlefrog.com/export-reports-from-quickbooks-to-excel/

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Timestamps
00:00 - Intro
00:26 - Export data shortcut
00:54 - Profit and Loss
01:28 - Export specific date range
02:10 - Export modern view
02:35 - Exported modern view P&L
02:51 - Exported classic view P&L
03:20 - Outro

#quickbooksonline #qbo

This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.

Видео How to Export Reports from QuickBooks to Excel: Classic vs. Modern View канала Gentle Frog
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