• Skip to primary navigation
  • Skip to main content

QBGarage.com

The QuickBooks Specialists

  • Home
  • Blog
  • KnowledgeBase
  • Company
  • Show Search
Hide Search
You are here: Home / Archives for Excel

Excel

Intuit Delivers R8 Update For QuickBooks 2010

Chief Mechanic · September 2, 2010 ·

Early today, Intuit announced the delivery of Release 8 for the QuickBooks 2010 series of products, including QuickBooks Pro, Premier, Simple Start 2010 and Enterprise 10.0.

Along with a host of small fixes, the highlights of the changes in Release 8 are:

  • QuickBooks letter templates are now compatible with Microsoft Word 2010 64-bit for some QuickBooks products
  • QuickBooks can export reports to Microsoft Excel 2010 64-bit for some QuickBooks products
  • fix for problems with paycheck print order
QuickBooks 2010 Release 8

It doesn’t look like R8 is the complete fix for Office 2010 compatibility, but it’s a step in the right direction.

For more information, click through the links to read the latest release notes for your QuickBooks product.

Vote This Post DownVote This Post Up (No Ratings Yet)
Loading...

How Do I Export Transactions from QuickBooks?

Chief Mechanic · August 26, 2010 ·

QuickBooks supports 2 methods to export transactions:

  1. The Export… button on the Find window
  2. Exporting from a Center, such as the Customer Center

The first method supports exporting a transaction type for more than 1 customer, vendor, or employee. This is appropriate where you need to analyze or exchange a broad but filtered set of data. The second method is designed for exporting transactions for either a single or multiple customers, vendors, or employees. This technique provides the flexibility to produce an export file that would be useful to review one account to address a specific business issue, such as resolving a customer’s payment history, or to export a range of 1 transaction type. Both export methods are based on common elements.

We’ll demonstrate both methods.

Exporting Transaction Data from the Find Window

Using the Find window, transaction data can be exported for more than 1 customer, vendor, or employee. Filters can be applied to reduce the transactions to be exported down to just 1 customer, vendor, or employee. To get started, click the Edit->Find… menu selection.

QuickBooks Premier 2009 Export Find Invoice

In this example, we’ll export all customer invoices. From the Transaction Type pull down menu, choose Invoice and then click the Find button. QuickBooks will locate and display the number of matches. For our sample data, there are 114 invoices. This data could be filtered further by choosing a Customer:Job, a Date range, a specific Invoice #, or an Amount. Additional filter options are available on the Advanced tab. Our goal for this export is to export all invoices, so we won’t enter additional filter criteria. To proceed, click the Export… button.

The Export window provides the ability to send the exported data to a comma separated values (.csv) file or an Excel workbook. Exports to Excel are only compatible with Microsoft Excel 2000 or later, and you can choose either a new or existing workbook. For this example, we’ll opt to export the data to a new Excel workbook.

QuickBooks Premier 2009 Export Basic

On the Advanced tab, export settings can be customized further. To complete the export, click the Export button.

QuickBooks Premier 2009 Export Advanced

QuickBooks will automatically launch Microsoft Excel with the exported data loaded. Here’s a screenshot of Excel 2007 with exported transaction data loaded.

QuickBooks Excel Export 1

Exporting Transaction Data Starting in a Center

Using a Center, such as the Customer Center, you can flexibly export transactions for either a single customer, vendor, or employee or a filtered list of all transactions relevant to that Center. In this example, we’ll demonstrate exporting data for 1 customer, a common task to review a customer’s purchase history, as well as transactions for a range of customers.

To start, open the Customer Center and choose the customer whose data will be exported. In our example, we’ll choose “Abercrombie, Kristy” (an example only from the sample data) from the customer list displayed on the left.

QuickBoks Premier 2009 Customer Center Export 1

With a customer selected, click the Excel button in the toolbar, followed by the Export Transactions… menu entry in the menu that appears below. This will export the transactions displayed for this individual customer. These transactions can be filtered by changing the values in the pull down menus above the transaction list. Export to Excel will proceed as described above, with the ability to export the transactions to either a new or existing workbook. Note that this method doesn’t offer an ability to export to a .csv file. That’s not an important consideration here, since a .csv file would only be useful in exporting a large number of transactions.

To export transaction data for more than 1 customer from the Customer Center, click the Transactions tab. A list of the available transaction types is shown on the left, with all of the transactions that meet the filter conditions on the right. Change the filter conditions as needed. In our example, with no additional filters, this transaction export will mirror the results we exported using the Find window. To proceed, click the Export… button on the toolbar.

QuickBoks Premier 2009 Customer Center Export 2

Transaction export will proceed as described in our discussion using the Find window. In other words, you’ll be able to export to either a .csv file or an Excel file.

Vote This Post DownVote This Post Up (-1 rating, 1 votes)
Loading...
  • « Go to Previous Page
  • Go to page 1
  • Go to page 2

Accounting

  • Financial Accounting Standards Board

Developer

  • Intuit Developer Network Forums
  • qbXML Onscreen Reference

Intuit

  • Enterprise Solutions
  • Intuit
  • Intuit Marketplace
  • QuickBooks
  • QuickBooks Online Community

QBGarage.com

Copyright © 2008–2022 QBGarage.com · Privacy · Terms & Conditions · Site Help