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gelkins4
January 18, 2019
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Export from QB Online to Excel with formulas

  • January 18, 2019
  • 2 replies
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When I generated reports in QB Desktop, the exports to Excel included formulas for the totals. Now, when I generate a P&L report in QB Online the export to Excel has static numbers for totals. Is there a report setting that I need to change and if so, where do I find it? Thank you, Geordie

    Best answer by

    Weird. Transaction detail reports I've created never do.  Must be report specific.

    2 replies

    J
    JonpriL
    January 18, 2019

    Hi there, @gelkins4!

     

    You don't have to change any settings in your report nor in QuickBooks Online. Instead, you might want to update your MS Office, including your Excel.

     

    If you get the same result, I recommend checking your MS Excel settings. You may check this MS Office article for the detailed discussion or seek some help from an Excel expert.

     

    Let me know how it works. It'll be my pleasure to assist you if you need any other help. Have a great day!

    Rustler
    Rustler
    January 18, 2019
    @JonpriL wrote:

    Hi there, @gelkins4!

     

    You don't have to change any settings in your report nor in QuickBooks Online. Instead, you might want to update your MS Office, including your Excel.

     

    If you get the same result, I recommend checking your MS Excel settings. You may check this MS Office article for the detailed discussion or seek some help from an Excel expert.

     

    Let me know how it works. It'll be my pleasure to assist you if you need any other help. Have a great day!

    the article you reference is HOW TO save an excel sheet in a different format

     

    Has nothing to do with the question - delete that part of the reference book you copy from - it is wrong

    of course if you had read it, you might know that

      A
      Anonymous
      January 19, 2019

      @JonpriL

      RE: You don't have to change any settings in your report nor in QuickBooks Online. Instead, you might want to update your MS Office, including your Excel.

       

      Excel cannot change what QB Online creates.  Since it creates the Excel file on the server, nothing on the local machine can impact what it does.

       ----edited----

      The correct answer is that if QB Online does not send formulas to Excel for the report you're running, there isn't a way to change what it does.

      Rustler
      Rustler
      January 19, 2019
      @197905 wrote:

       

      The correct answer is that QB Online does not send formulas to Excel, but instead a static report of numbers.  There isn't a way to change what it does. This is basic product knowledge.

      I just checked mine again, it does export the formula's, at least on a P&L report I ran

       

      I agree with updating and/or repairing excel though

        A
        Anonymous
        Answer
        January 19, 2019

        Weird. Transaction detail reports I've created never do.  Must be report specific.

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