How To Export QuickBooks Data To Excel

QuickBooks is a very robust software developed by Intuit to make accounting and financial task easier for entrepreneurs, small and mid-sized business organizations. It comes with very advanced features to manage accounting, sales & customers, payroll & taxes, inventory, etc. it is very safe and secures your financial data with utmost protection QuickBooks offers you to view and create reports in an easy way.  Sometimes you may need company data or report in spreadsheet format. You can download data or report in MS-Excel form QuickBooks and later do modifications as per your requirement. Here,  we discuss How To Export QuickBooks Data To Excel.

How To Export QuickBooks Data To Excel

Steps To Export QuickBooks To Excel

We have listed below a few methods where you can export data from QuickBooks to Excel as per your requirement:

Export Customer /Vendor/ Payroll List and Transactions

  • In QuickBooks software, open Customer /Vendor/ Payroll Center.
  • Press drop down on Excel option and select:
    • Export Customer/Vendor/Employee list to export customer/vendor/employee data such as name, balances and contact information.
    • Export Transactions to export transactions (either by name or transaction type).
  • In the Export window, select whether you want to update an existing file or create a new file.
  • Click the Export button. QuickBooks opens MS Excel and you can edit the information as per requirement.

Export Items List

  • Open QuickBooks.
  • Go to List Menu. Then select Item List.
  • On Excel dropdown, Choose Export All Items.
  • In the Export window, select whether you want to update an existing file or create a new file.
  • Click the Export QuickBooks opens MS Excel and you can edit the information as per requirement.

Export QuickBooks Reports To Excel

The Excel which is exported from QuickBooks includes data like:

  • Data in the report, as it is displayed on the screen.
  • The formula for subtotals, totals, and other calculations.
  • The Row headers that describe the contents of each row.
  • The headers and footers from the QuickBooks report.

To export QuickBooks Reports to Excel, open the report in QuickBooks that you want to export.

  • Select Create New Worksheet or Update Existing Worksheet from the dropdown of Excel option.
  • Choose what you want to do with the report in Send Report to Excel
  • Press the Advanced button to see other available options for the exported report.
  • Click OK. To verify, the exported report will show Header information.
  • It does not, then go to the Printing options section, If you are using a newer version of MS Excel and ensure that the On Printed report and screen radio button is selected.
  • Hit the Export QuickBooks will open MS Excel. You can edit your data as per your requirement.

Need Any Help? Contact The QuickBooks ProAdvisors

Support For Troubleshooting QuickBooks Pro, Premier, Enterprise Export Excel Errors & Problems

Exporting data from QuickBooks to MS-Excel is a very easy process but if you need any assistance, you can dial the toll-free QuickBooks Tech Support Number +1888-382-7559. Our technical advisors are always ready to resolve your QuickBooks related issues. You can also contact directly on QuickBooks Chat Support for more guidance.

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QuickBooks File Too Large

QuickBooks is accounting software which makes accounting and the financial task of your business easier. It is very famous among small and medium-sized business organizations. It records and processes a large number of data items to give you detail reports of your business. There are times when QuickBooks File Becomes Too Large which in turn makes QuickBooks run slow. Here we will discuss the causes due to which QuickBooks run slow and how to resolve it. For more information on QuickBooks, you can connect to QuickBooks Technical Support Number +1888-382-7559.

QuickBooks File Too Large

Why QuickBooks File Is Running Slow?

QuickBooks is running slow due to the too large company file. Although the term too large company file is not clearly mentioned in the QuickBooks, there is a point in the when the company file becomes too large.

Why QuickBooks File Takes Large Space?

QuickBooks records a large number of database like every single transaction, name, account, invoices, receipts, etc. When these records are accumulated for a long time, it starts creating issues in QuickBooks. In QuickBooks Pro and Premier, the maximum numbers of items should be less than 14000. The maximum limit in QuickBooks is 100000. In QuickBooks software, press F2 to know the total number of items in QuickBooks.

Issues And Errors Due To Large Files Size In QuickBooks

We have mentioned a few issues and error which occur due to large company file:

  • QuickBooks runs slowly and often crashes
  • Entry in QuickBooks becomes very slow.
  • There is a risk of file getting corrupted and losing your database.
  • You may fail to create backup due to corrupt files.

How To Resolve Issues Due To Large Files in QuickBooks?

Below are a few mentioned  methods by which you can solve the issues which are caused due to large files in QuickBooks:

Method 1: Condense Your Company File

The condense feature in QuickBooks allows you to reduce your file size by replacing your last year company file to smaller monthly journal entries. The database of previous years transaction is finished by the P&L statement and Balance sheet remain the same. A back of your previous year’s data is made so that you can see your previous years’ data in detail if required.

Method 2: Clean Up Company Data

This feature allows you to create a new file with all your list of items like a customer, vendors, etc, but without any transactions. You have to manually re-create the opening balance of all your accounts including open invoices, open bills, inventory, bank accounts; etc. This method reduces the file to 50-80% of its actual size.

Method 2: Create A New Company File

This is the last option to solve the issue. In this method, you have to create all the opening balance and all the list of items. There are certain scenarios when you have to choose this option:

  • Your item list is old and reached its maximum limit
  • Your company database is corrupted and cannot be solved

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Technical Support For QuickBooks

Hopefully, the above methods should have resolved your issues which were created due to large company files in QuickBooks. If you need any further assistance in resolving above issues or any kind of technical support in QuickBooks, you can contact QuickBooks Tech Support number +1888-382-7559. Our highly experienced technical advisors will assist you round the clock to resolve your QuickBooks errors and problems.

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QuickBooks Always On Top

There are many accounting software in the market which aim at providing the best accounting services to you. A user always wants a software which can fulfill their requirement irrespective of their company size.

QuickBooks Abort Error: Call Us At +1888-382-7559 To Fix The Issue

QuickBooks is a prominent accounting software available in the market which can cater to all industry verticals with various requirements. It is a robust accounting software made by Intuit to help small and midsize business organizations.  QuickBooks is very advanced software with many automated features. Some of its features and benefits are discussed below which keeps QuickBooks Always On Top.

Features of QuickBooks Software

Easy User Interface QuickBooks

software user interface is very easy and does not require much knowledge and skill. Even a first time user will find it easy to operate. The buttons in the menu section make it very easy for the user to access each and every application of QuickBooks software.

Best Customer Service

QuickBooks is very efficient software if installed correctly. In case of any issues or error, QuickBooks also provide great customer care assistance. Users can directly contact with QuickBooks Customer Service Phone Number or get in touch with QuickBooks Chat Support very conveniently. You can also visit the website where you can find a number of article, blogs, etc related to your errors or issues

Reasonable Price

All the versions of QuickBooks has been priced very reasonably. You also get 30days of a free trial. There are different kinds of plan offered by Intuit. You can choose according to your requirement.

Various Versions

QuickBooks comes with many versions so that you choose according to your requirement.

Manages Income and Sales

You can manage sales and customer by creating invoices to track sales by customer.

Track Bills and Expenses

With the help of QuickBooks you can easily track your bills and expanse by connecting your bank account to QuickBooks.  If you want to track a specific kind of transaction, you can record that in QuickBooks easily.

Customize Reporting

  • Profit and loss report
  • Balance Sheet Report
  • Statement of Cashflow

Run Payroll

By using QuickBooks, chances of any mistake or correction are very less because it manages and runs payroll that maintains and calculates paychecks manually or automatically. Some of the features of QuickBooks Payroll are:

  • You can e-pay directly from QuickBooks.
  • It also fills the Payroll taxes form for you.
  • QuickBooks allows to pay employees with a check or direct deposit
  • It automatically calculates the Federal and State payroll taxes.

Track Inventory

QuickBooks automatically tracks and updates all the details of inventory (like vendors, items, payments, etc )very easily and safely. In QuickBooks, there are various reports to manage inventory

Simplify Tax

With QuickBooks, you can manage your taxes very easily. You can set up your tax details with QuickBooks and QuickBooks will fetch those details filing your tax returns with accuracy. You don’t have to spend time organizing receipts and bank statement.

Accepts Online Payment

One of the best way to improve your cash to offer your customer the facility to pay online. With QuickBooks, you can do it.

Scan receipts

QuickBooks gives a facility to scan your receipt which saves a lot of time. You can upload an unlimited number of receipts to QuickBooks Online.

Safe & Secure

QuickBooks makes regular updates that make this software more secure, reliable and efficient. These updates reduce the chances of any future error also it prevents the data from any malware or virus attack.

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Along with the above-mentioned features, there are many more advanced features which make QuickBooks unique. If you want to know more about versions of QuickBooks which can suit your business, you can call QuickBooks Support Number on toll-free +1888-382-7559. Our technical advisors are working round the clock to provide the best QuickBooks support for any QuickBooks related issues.

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Why Use QuickBooks Enterprise

QuickBooks Enterprise is a financial service software made by Intuit to provide end-to-end accounting solutions. It is very powerful and has many advanced features. It is designed for a growing need for business.  QuickBooks Enterprise provides a dedicated platform for the management of accounts, sales, customer, payroll, inventory, etc.

Why Use QuickBooks Enterprise

QuickBooks Enterprise is made mainly for mid-size business organizations that have outgrown entry level accounting platform. At the same time, the user interface of QuickBooks Enterprise is kept simple so it can be used easily by non-account users also. Its navigational tools or language is kept as simple as possible.

Editions Of QuickBooks Enterprise

Every industry is very unique and demands customization in functionalities of Software. Unlike other accounting software, QuickBooks Enterprise is made of industry-specific features. Its feature makes the work easier and helps companies to scale and meet the demand of customers. The  various edition of QuickBooks Enterprise are:

  • Retail– With the help of QuickBooks Enterprise, you can manage data, report, inventory, pricing facility all at the same platform, thus saving a lot of time.
  • Manufacturing and Wholesale – Here you can manage sales, purchase and inventory report of your manufacturing and wholesale business at a centralized user interface.
  • Contractor– It helps you in managing your job costing estimates and helps you to keep your business profitable. It gives the facility to store vendors list, customer’s list, and other item’s list.
  • Non-Profit – QuickBooks Enterprise manages the list of donors.It has a multi-user facility and also the facility of accessing a report by multiple users. It also provides security to your donors’ data.
  • Professional Services– The software provides customization for tracking time and expanse of all your clients in an efficient manner.
  • Accountant– It manages all your accounting tools at one place which makes work easier.

Benefits Of QuickBooks Enterprise

There are many benefits of QuickBooks Enterprise accounting software. Some of them are listed below:

Industry-Specific Reporting

QuickBooks Enterprise software is made of industry-specific features to serve the various need of the industry. You can get customized reports as per industry requirement.

Manage Reporting & Finances More Easily

  • QuickBooks Enterprise gives you a feature of income tracker where you track your all transaction at one place.
  • It gives you access to industry-specific reports created by other QuickBooks User and helps you to stay well updated about your business.
  • You can create a professional financial statement with the help of Intuit Statement Writer.
  • Combine reports from multiple companies files.

Advanced Inventory

  • With the help of advanced inventory feature, you can assemble your inventories automatically. You don’t have to fill details manually. You can fetch details on the spreadsheet also.
  • Scanning of Barcode allows automatic data entry of inventories.
  • You get Real-time snapshots of the details of on-hand items, sales order, purchase order, and re-orders.
  • You can maintain complete and accurate visibility of your supply chain.
  • With QuickBooks Inventory Center you can locate and report all inventories in one place.
  • It gives you the facility to add and track hundreds of thousands of inventory, non-inventory, or service items
  • With the built-in inventory stock status report, you can track your inventory needs instantly and reorder as per requirement.
  • Change quantity and item components on the fly to make substitutions or accommodate special customer requests

User Role Permissions

  • Give your employees user- or role-based access to information vital to their performance and professional growth:
  • From a centralized user interface, you can create a user profile and grant permission for your employees.
  • Basic user templates help you to create a user profile easily.
  • Advanced permissions give you more than 115 user roles and permissions

Sales & Customers

  • You can easily track customer and follow up sales from the QuickBooks Lead Center.
  • You can set a default percentage markup for your items. You can set custom pricing and billing levels.
  • You can add up to 750 different prices in the price level list. You can also add track hundreds of thousands of customers, vendors, and employees
  • With the help of software, you can find and prioritize customer, add or edit multiple customers instantly or manage a large number of customer’s details like their address, etc.
  • It sends estimates, invoices or sales orders along with applying for payments and calculating sales tax.
  • You can also use foreign currency on sales transactions.

Purchasing & Vendors

  • QuickBooks Enterprise is robust software which gives you an excellent feature of managing and tracking of purchase and vendors.
  • It finds key vendor information instantly. You can instantly add or edit multiple vendors
  • It creates timesheets for multiple employees or vendors in one batch
  • It creates and sends purchase orders. It also receives items and pays to vendors.
  • You can define custom fields to track unique information about vendors or purchase.
  • It tracks the manufacturer’s part number.
  • It uses foreign currencies on purchasing transactions.

Payroll & Employees

  • It finds important details of employees instantly.
  • Enterprise Solutions’ easy-to-use, integrated payroll tools offer several ways to streamline the payroll process from setting up new employees to automating payroll
  • It tracks employee or contractor time
  • It provides a centralized and secure employee information tracking system.
  • You can generate comprehensive employee management reports.
  • Enterprise Solutions also provides tips and details about recruiting, hiring, compensation, benefits, employee relations, and termination, etc.
  • You can print a variety of state and federal forms or employee management forms from the enterprise software.

Security & Productivity Tools

  • QuickBooks Enterprise gives you the facility to view invoices, billing, past transactions, and other important tasks coming due or past due in the Calendar view.
  • You can also upload an important document to QuickBooks record by scanning or attaching receipts, estimates and other business documents through drag and drop feature.
  • QuickBooks Enterprise software supports up to 30 users simultaneously.
  • It can find items in your sales order based on the item detail, including custom fields, directly from your sales order, invoice, or sales receipt. Thus it saves a lot of time for you.

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Reach Us For QuickBooks Enterprise Support

Every Enterprise edition is different and has industry-specific features to meet the various demands of customers. If you need any kind of assistance in deciding the edition of QuickBooks Enterprise version, You can contact QuickBooks Enterprise Support Phone Number +1888-382-7559. You will get the best suggestion based on your company and employee requirement and budget. You can also connect to us through QuickBooks Chat Support. Our QuickBooks executives are working round the clock to assist you.

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