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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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Jen_D
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Thanks for posting here in the QuickBooks Support page, @elaine.

 

I want to make sure you're able to get the report you need for the tax agency. If there are columns in the report that you can't add, you can do it outside QuickBooks by exporting it to excel.

 

Here you will need 2 or  ore reports, then you can combine them in an Excel worksheet. Here's how:

 

  1. In QuickBooks, go to the Reports menu and select Reports Centre.
  2. Find and open any report.
  3. Select the Excel on the toolbar. You can also select Print or Email to save the report as a PDF.
    Save,
  4. To create a new Excel workbook, select Create New Worksheet. If you want to update an existing workbook with the data in the open report, select Update Existing Worksheet. Select Browse and then find the workbook on your computer. Keep in mind, this overwrites the existing workbook.
  5. If you want to format the data a specific way, select Advanced. This is optional.
  6. When you’re ready to export, select OK. To open the report in Excel, you can also select Export.

 

If you need further assistance with modifying the report, please mention me anytime. I'll be more than glad to share additional insights with you. Have a nice day!

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