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Replying to:
MaryLandT
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Allow me to provide additional information about customizing reports in QuickBooks Desktop (QBDT), jparker24.

 

QBDT allows you to format the data you want to see when you export a report to Excel. To do so, you'll need to use the Advanced Excel Options feature to control the look on your statement.

 

Let me show you how:

  1. Open the report you need.
  2. Click Excel on the toolbar, then choose Create New Worksheet or Update Existing Worksheet
  3. Select the Advanced button to open the  Advanced Excel Options window. 
  4. Check or uncheck the boxes under Excel Options to remove or add those features.
  5. Click OK, then Export.

I've added this page: Export reports as Excel workbooks for more details on how to format a statement before exporting it.

 

Stay in touch if you need additional information by commenting below. I'm always glad to help.

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