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Finley
January 4, 2025
Question

CSV and XLSX versions of my exported QB report do not have the same values.

  • January 4, 2025
  • 2 replies
  • 0 views

When exporting my P&L in .xlsx format, I noticed that the Net Profit line for my year to date did not match the Net Profit line from my balance sheet. Of course, it should. After a lot of trial and error, I realized if I printed the same report in .csv format, the .csv file had the same values as the report I could see in QB. 

Why doesn't the .xlsx version of the exported report match the values of the report I can see inside my QB app.

I am using the desktop version for non-profits.

    2 replies

    M
    MoiraskyeT
    January 4, 2025

    We are committed to ensuring you have a positive experience, Finley. Our goal is to facilitate seamless and efficient transactions in QuickBooks, allowing you to navigate the program with confidence and fully utilize its features.

     

    It appears you're having some difficulty exporting the Profit & Loss report to .XLSX format, and it seems the year-to-date numbers aren't matching with the net profit on your balance sheet. To help resolve this, we recommend using the Rebuild Data Tool to verify and correct the issue. We're here to support you every step of the way.

     

    I've provided this article to give you more detailed assistance in how to Export reports as Excel workbooks in QuickBooks Desktop.

     

    When everything is in place, consider reviewing this article for more guidance. It's designed to assist you through the process efficiently: Customize reports in QuickBooks Desktop.


    Feel free to reach out to the Community if you have any further questions about exporting your reports in QuickBooks Desktop. Just click on Reply, and I'll be here to assist you.

    C
    Chrea
    January 5, 2025

    @Finley 

    Run the Verify/Rebuild Data utility. Did encounter any unresolved error messages?

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