AlcaeusF
Moderator

Banking

Welcome to the Community, @sfredacorp.

 

I can see how the workflow you're looking for is beneficial to you and your business. At this time, this feature is still unavailable.

 

For the time being, you can export reports to Excel from QuickBooks Online to acquire the data you need within the system. We take our customers suggestions as a guide on which area of the product we should improve.

 

I’ll send feedback on your behalf for consideration in future updates. To keep you updated about the latest features being rolled out, visit the QuickBooks Blog page.

 

For future reference, I'm attaching the Export your reports to Excel from QuickBooks Online article. It provides detailed instructions and visual guide on the process.

 

Please know the Community has your back. If you have additional questions, click the Reply button and post a comment. I’m here ready to assist further. Enjoy the rest of the day.