How Do Perform QuickBooks Excel Import of Estimates - MMC Convert

How Do Perform QuickBooks Excel Import of Estimates and Other Reports?

In a layman language, QuickBooks allows creating and viewing even the most complex of the accounting reports. This is something the traditional Excel spreadsheets-based accounting failed to accomplish. However, the simple and standardized approach of adding information to Excel is unbeatable. This is the reason that you might need to perform QuickBooks Excel import time and again so that different types of reports can be edited quickly.

The good news is that the latest and the updated versions of QuickBooks and QuickBooks Online (QBO) promise short procedures to make exporting to Excel much convenient than before. Here, you will find an overview of how to import files like estimates to Excel from QuickBooks.

Two Ways for QuickBooks to Excel Export In general, there are two ways to convert reports from QuickBooks or QBO to Excel.

These include:

● Exporting the desired file by creating a new Excel worksheet ● Creating a comma separated values (.csv) file and then exporting it to Excel There are many benefits to choosing the second approach:

● A CSV report doesn’t require extra formatting efforts ● It helps in a better analysis of QuickBooks data ● CSV files are self-updating reports So, it is recommended to always export to Excel by first creating a CSV file. Let’s find out the steps involved in this process:

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Log in to your QuickBooks software Click Reports > Company and Financial > Profit and Loss Click Excel and choose to Create New Worksheet In the ‘Send Report to Excel’ window, choose ‘Create a comma separated values (.CSV) file ● Click Export ● You will be asked to specify a name for the file. Choose an apt name and save it in the desired folder Steps to Export Reports You can easily export reports from QBO to Excel by following the steps that include:

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Select the Gear income (present on the toolbar) Select Export Data under Tools Choose a date range on the Reports tab From the Reports and lists tabs, you can add or remove the items When you are ready, select Export to Excel

These steps will export data from the posting transactions that include bills, invoices and more. So, how to export data from the non-posting transactions like estimates? For that,

you need to follow the steps that include:

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Choose Sales from the menu on the left Select All Sales Select Filter Select Estimates under Type Choose the desired date range Finally, click Export to Excel

You can follow the same steps to export other non-posting transaction data like purchase orders and statements.

If you lack time or face issues while performing QuickBooks Excel import, MMC Convert offers to make the task much simpler. The team ensures that the files and reports are exported in the correct formats without any loss of data and in the shortest possible time.

You can also choose the conversion services from QuickBooks or QBO to Reckon, Xero and other accounting platforms.