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ScottAllen83
ScottAllen83
January 28, 2022
Question

Scheduled Report Excel Format in QB Online

  • January 28, 2022
  • 1 reply
  • 0 views

Is there a way for the user to select the Excel format of the attachments that are emailed in a scheduled / memorized report?  Currently it seems the only options are Excel or not.  When selecting Excel the file delivered is in *.XLS format which is a problem for me.  I need the file to be in either *.CSV or *.XLSX format in order to work with an automatic data refresh program that is integrated with Microsoft Power BI.

 

When manually exporting memorized reports to Excel Quickbooks Online uses *.XLSX... why don't the scheduled emails use the same (modern) format?  Can we please add this functionality?  A simple dropdown in the Scheduling setup would do this trick (ie. select file type:  XLSX, XLS, CSV, HTML, PDF, etc.)

 

Thanks!

Scott

1 reply

H
Henock K
January 28, 2022

 

Hi Scott,

 

Welcome to the Community. Being able to export and email your memorized reports is essential in order to keep track of your books. QuickBooks Online is a great program that offers the ability to simply track your sales and expenses. I'd be glad to point you in the right direction regarding the scheduled report excel format in QuickBooks Online

I can see the benefit of being able to choose the excel format of scheduled and memorized reports in order to work with an automatic data refresh program. I'd encourage you to send us Feedback by clicking on the Gear icon at the top. This is sent to our Development Team to consider for future updates.

 

Feel free to reach out if you have any questions, we'll be happy to help.

ScottAllen83
ScottAllen83Author
January 31, 2022

Thanks Henock,

 

I've sent some feedback using the gear icon and added a screenshot.  Is there any way to track progress against this request?  Not sure if it's something that would be an easy change and be available soon, or something I'd have to wait for a few weeks/months.  Depending on timing I may need to figure out another solution.  Would be a significant help if this change is made though.

 

Thanks!

Scott

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