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You're reading from  Mastering Quickbooks® 2023, Fourth Edition - Fourth Edition

Product typeBook
Published inNov 2022
PublisherPackt
ISBN-139781803243634
Edition4th Edition
Tools
QuickBooksQuickBooks
Concepts
Business Management
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Author (1)
Crystalynn Shelton
Crystalynn Shelton
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Crystalynn Shelton

Crystalynn Shelton is a licensed CPA and small business advisor specializing in financial accounting software training, coaching, and consulting. She has written two Amazon Bestsellers, Mastering QuickBooks 2020 and Mastering QuickBooks 2021. In addition to having experience as a small business owner, she has more than 20 years' experience in providing accountancy consultancy in the entertainment, oil and gas, education, and computer technology fields. Crystalynn is an Advanced Certified QuickBooks ProAdvisor and has taught accounting, bookkeeping, and QuickBooks courses for the last 12 years at the University of California at Los Angeles Extension. When she is not in the classroom, Crystalynn enjoys trying new restaurants and curling up with a good book!
Read more about Crystalynn Shelton

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Exporting reports

In this section, we will cover how to export reports to Excel and PDF. In the next section, we will show you the step-by-step process of emailing reports directly from QuickBooks.

When you run a report in QuickBooks, the export data menu will automatically appear in the upper-right corner, as indicated here:

Figure 10.17: Multiple ways to export a report from QBO

The following is a brief explanation of each icon:

  • Envelope: Click on the envelope icon if you want to email a report directly from QuickBooks.
  • Printer: The printer icon is used if you would like to print a hard copy of a report.
  • Paper: The icon that resembles a sheet of paper with an arrow going through it is used to export reports to Excel or PDF.

We will discuss exporting reports to Excel first.

Exporting reports to Excel

As discussed in the previous section, if you need the ability to manipulate the data on a report, or add additional columns and...

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Mastering Quickbooks® 2023, Fourth Edition - Fourth Edition
Published in: Nov 2022Publisher: PacktISBN-13: 9781803243634
© 2022 Packt Publishing Limited All Rights Reserved

Author (1)

author image
Crystalynn Shelton

Crystalynn Shelton is a licensed CPA and small business advisor specializing in financial accounting software training, coaching, and consulting. She has written two Amazon Bestsellers, Mastering QuickBooks 2020 and Mastering QuickBooks 2021. In addition to having experience as a small business owner, she has more than 20 years' experience in providing accountancy consultancy in the entertainment, oil and gas, education, and computer technology fields. Crystalynn is an Advanced Certified QuickBooks ProAdvisor and has taught accounting, bookkeeping, and QuickBooks courses for the last 12 years at the University of California at Los Angeles Extension. When she is not in the classroom, Crystalynn enjoys trying new restaurants and curling up with a good book!
Read more about Crystalynn Shelton

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