Skip to main content
C
clg3
March 4, 2020
Solved

Export Check Register to Excel

  • March 4, 2020
  • 1 reply
  • 0 views

Hello,

 

In Quickbooks for Nonprofits (and Quickbooks Desktop), I am trying to find the simplest way to export the Check Register to  Excel, so that I can format the report for our Board. 

 

I see a couple different ways to get the information - 1) Tweak the balance sheet report and then export to Excel - or - 2) Once the check register is open, use the 'print' icon, select 'comma delimited file' in the print settings tab, then select the location to export the file to.

 

While both of the above methods will work in a roundabout way, I was wondering if there is a less cumbersome way to simply export the exact information from the Check Register to Excel. 

 

Thank you!

    Best answer by GraceC

    Hello there, @clg3.

     

    You can go to the Chart of Account and run a Quickreport.

     

    Here's how:

    1. Go to the Accountant.
    2. Click the Chart of Account.
    3. Choose the Account you want.
    4.  Select Right-click, then run QuickReport.

    For your reference, I recommend checking out these articles: Understand reports and Customize reports in QuickBooks Desktop.

     

    Stay in touch if you have an additional concern. I'm always here to help. Have a fantastic day!

    1 reply

    JasroV
    JasroV
    March 4, 2020

    Hello there, @clg3.

     

    You'll want to export your check register to Excel. From there, it'll be easy to convert the report to your specified file format. I'd be glad to guide you how.

     

    In your QuickBooks Desktop (QBDT):

    1. Go to the Reports menu.
    2. Click Memorized Reports.
    3. Choose Company.
    4. Select Balance Sheet.
    5. Click Excel on the toolbar and select Create New Worksheet. 
    6. When you're ready to export, hit OK.

    Here's an article you can read for more details in exporting reports to excel: Export reports as Excel workbooks in QuickBooks Desktop.

     

    You can also customize the reports to show the specific data you need before exporting it to Excel. I got you this article that can guide you through the steps: Customize reports in QuickBooks Desktop.

     

    Also, I encourage you to visit our Help articles page. From there, you can read helpful articles that can guide you in your future task.

     

    Should you have other concerns or questions in the future, don't hesitate to reach out to us anytime.

    C
    clg3Author
    March 4, 2020

    Thanks for the quick response.  What I'm actually looking for is the simplest way to export the Check Register directly to Excel.  I have exported the balance sheet, but to get the info I want it takes a little extra tweaking.  Ideally, I'm hoping to just export the Check Register to Excel, since it would contain the exact info I need without having to go through any extra steps. 

    G
    GraceCAnswer
    March 4, 2020

    Hello there, @clg3.

     

    You can go to the Chart of Account and run a Quickreport.

     

    Here's how:

    1. Go to the Accountant.
    2. Click the Chart of Account.
    3. Choose the Account you want.
    4.  Select Right-click, then run QuickReport.

    For your reference, I recommend checking out these articles: Understand reports and Customize reports in QuickBooks Desktop.

     

    Stay in touch if you have an additional concern. I'm always here to help. Have a fantastic day!

      Terms & ConditionsAccessibility statement