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eunicaacountant
Level 1

can we convert reports to spreadsheet

Converting pdf documents to spreadsheet like Excel
1 Comment 1
MariaSoledadG
QuickBooks Team

can we convert reports to spreadsheet

Currently, converting PDF documents directly into an Excel file isn't possible in QuickBooks Online (QBO). But I can offer you an alternative solution, Eunica.

 

You can use a third-party application or a conversion tool to effectively help you manage and utilize your data stored in PDF documents. To look for one, follow the steps outlined below:

 

  1. Log in to your QBO account.
  2. Go to the Apps menu on the left panel and click Find apps.
    find apps.png
  3. Type in a keyword in the search field.
    find apps1.png

      

Alternatively, you can export reports to Excel if you want to convert them. Here's how:
 

  1. Go to the Reports tab.
  2. Locate and select the report you want to export.
  3. If the report opens in:

    • Classic view: Click on the Export icon, then select Export to Excel.
    • New enhanced experience: Click on Export/Print, then select Export to Excel.
       
  4. Save the exported Excel file in a location that is easy to find, such as your  Download folder or your desktop.

 

For more detailed steps, I've included this article for reference: Export Reports to Excel from QuickBooks Online.

 

Additionally, QuickBooks provides a wide selection of reports designed to meet your specific business requirements. For more information on how to tailor these reports to your needs, please refer to the following article: Customise Reports in QuickBooks Online.

 

If you have any further questions or clarifications when converting your data, feel free to reply below so I can get back to you. I'm always right here, ready to help you, as always, Eunica.