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How to export a report to Microsoft Excel

To export a report to Microsoft Excel

You do not need to open Microsoft Excel. QuickBooks Pro will open the application for you when you export the report.

• To do so, you have to display the report in the Report window first.

• However, you can also select the report in the Report Finder.

• And then click on the Excel button at the bottom.

• After that select whether you want to create a new spreadsheet or add the report as a new sheet in an existing spreadsheet.

How to Filter the Selected Report

To Filter the Selected Report

• First of all, you have to select the Report tab from the menu bar and choose Filters.

• However, you can also click Customize in the Report Finder dialog box. After that click on the Filters.

• And then you can select what you want to filter for from the list of filters.

• Fill in the fields that appear as the picture below shown.

How to add a Column to the Selected Report

To add a Column to the Selected Report

Reports that list individual transactions can show other columns of data in addition to the ones you see when you create the report.

• In the Report window, or the Report Finder, click Customize.

• To add columns, you have to select the columns that you want to add.

• To delete columns, you have to clear the checkmark for each column you want to delete.

• Finally, click on the OK button.