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April 23, 2019
Question

How to post a balance sheet from QB to Excel spreadsheet?

  • April 23, 2019
  • 1 reply
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1 reply

April 23, 2019

Hi suezhengtu,

 

Welcome to the QuickBooks Online community! Exporting your reports from the program to an Excel document is a quick and easy process. Follow these steps to export the Balance Sheet.

  1. Go to Reports.
  2. Click the Balance Sheet report.
  3. In the upper right-hand corner of the report, click the icon that looks like a paper with a right-facing arrow.
  4. Choose Export to Excel.

 

From there, your browser will download the file and then you'll be able to open it in Excel as a spreadsheet. Give it a try and let me know if you have questions!

 

Enjoy your day. :)