Thanks for getting back to this thread, @CJDog1980. Let me provide some insights about exporting data in QuickBooks Desktop.
You can export Customer, Vendor, Payroll lists, transactions, as well as Items lists into an Excel spreadsheet.
For Customer/Vendor and Payroll list and transactions, here's how to export them:
- Open the Customer/Vendor/Payroll center.
- Select Excel drop-down and choose Export Customer/Vendor/Employee list or Export Transactions if you want to export transactions (either by name or transaction type).
- In the Export window, select whether to create a new worksheet or update an existing worksheet.
- Click the Export button.
- QuickBooks opens MS Excel, and you can edit the information as needed.
For additional information, please check out this article: Import or export MS Excel files. This provides information that is included when QuickBooks exports to Excel.
I'm also adding this article that provides general information on how to import or export info with QuickBooks Desktop: Import and export data in QuickBooks Desktop.
Feel free to comment below if you have clarifications about exporting data and reports in QuickBooks. I'll be happy to help you. Keep safe!
