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Thank you for joining the thread, @CCChris.
I can share with you some updates or additional information about exporting reports to Excel.
When exporting reports to Excel, it brings out all the information and details that QuickBooks displays. Before doing the export process, ensure to review the transactions and numbers showing up on the QuickBooks report. If everything is correct, then follow these steps to export the information to Excel.
- Select Create New Worksheet from the Excel tab.
- Under Create new worksheet, click on the in new workbook button, then Export.
- Review or compare the Excel details to your QuickBooks report. The information including the numbers must be the same.
I've added these screenshots for your visual references.
For additional guides, while managing reports in QuickBooks Desktop, feel free to read the topics from this link.
You can as well check out the related resources from our help articles in case you need tips while working with QuickBooks in the future.
I'm looking forward to hearing from you again. If you have any other QuickBooks questions, please feel free to add a comment below. Thanks for coming, wishing you and your business all the best.