You can export a QuickBooks report to Microsoft Excel in just a few easy steps.
How do I export a QuickBooks desktop list?.Click "Next" twice to open the wizard's final screen. For example, Quickbook's "Item Description" field may correspond with your Excel sheet's "Desc." field.Ĭlick "Save" to close the Mappings dialog box. This box lists potential fields for the Quickbooks spreadsheet and asks you to choose the corresponding fields from the Excel spreadsheet.Ĭlick the drop-down boxes in the "Import Data:" column to select fields from the Excel spreadsheet. For example, if your workbook contains sheets labeled "Inventory," "Sheet2" and "Sheet3," select "Inventory."Įnter a number in the box labeled "Data starts on row." If your Excel sheet's first row contains column headers, type "2."Ĭlick the drop-down box labeled "Choose file mapping:" and select "" to open the Mappings dialog box.
Click "Next."Ĭlick "Browse." Navigate to and select your Excel workbook.Ĭlick the drop-down box labeled "Data is on sheet:" and select the sheet that you want to import. The three choices are "Inventory Items," "Vendors" and "Customers." For example, if the Excel spreadsheet tracks inventory, select "Inventory Items."Ĭlick the option button labeled "Custom file." This option increases your flexibility when translating spreadsheet headers to Quickbooks fields. Click "Utilities" from the drop-down menu.Ĭlick "Import" to launch the Data Import Wizard and click "Next."Ĭlick the option button that corresponds with the type of data in the Excel spreadsheet.