Exporting the reports according to your preference is important to us, jd76cliff. Let me share some information regarding this.
To begin with, may I ask what's the specific report you want pull up? Sharing additional details such as screenshot will help me address your concerns and provide an accurate solution.
Let's make sure the spreadsheet is up-to-date before exporting the report. The Excel document will rely on the report type obtained from QuickBooks. You'll need to check the date range and details to ensure the accuracy of the report.
Follow these steps to do so:
- Go to Settings.
- Select Export data.
- On the Reports tab, set the date range.
- Add or remove items from the Reports and Lists tabs by turning the switch on or off.
- Select Export to Excel.
We can also export the report using a private window once you're done verifying the customization, and updating the excel spreadsheet. You can use these shortcut keys for accessing private browsers:
- Google Chrome: press Ctrl + Shift + N
- Mozilla Firefox: press Ctrl + Shift + P
- Microsoft Edge: press Ctrl + Shift + N
- Safari: press Command + Shift + N
If you're able to do so, you can clear your browser's cache or use other supported browsers to identify if this is related to your current browser.
Afterward, you can refer to this article for more information to learn how to export the report: Export reports, lists, and other data from QuickBooks Online.
Furthermore, you can also check this article to guide you to save a report to its current customization settings: Memorize reports.
Count on us for assistance about exporting reports in QuickBooks. We'll be here for you.
