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Export memorized Transaction List from Quickbooks to an Excel sheet

Forum|Forum|8 years ago
December 21, 2017
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I want to export my Memorized Transaction List from Quickbooks to an excel sheet. How to I do that?

(Title has been edited by moderator for clarity)

Best answer by MorganB

Hey there markmcnally,

Welcome to the Community. I'd be glad to lend a hand.

Exporting your Memorized Transaction List can be done by going to Reports > List > Memorized Transaction Listing > use the drop down under the Excel option on that report to create a new worksheet. This would enable you to export the list, however all that can be imported into your account is the customer list, vendors inventory parts, non-inventory and assemblies from Excel.

I hope you find this helpful. I'm only a post away if you have any other questions.

MorganBAnswer

Hey there markmcnally,

Welcome to the Community. I'd be glad to lend a hand.

Exporting your Memorized Transaction List can be done by going to Reports > List > Memorized Transaction Listing > use the drop down under the Excel option on that report to create a new worksheet. This would enable you to export the list, however all that can be imported into your account is the customer list, vendors inventory parts, non-inventory and assemblies from Excel.

I hope you find this helpful. I'm only a post away if you have any other questions.

M

markmcnallyAuthor

Thanks Morgan,

I do have another question about Quickbooks Online auto populating email address is you can help?

MorganB

Hello,

I'm glad to help.

Is your question about email addresses auto-populating in invoices, or on another form? If customer information contains an email address, the system will automatically include the email address when the customer (or vendor) is chosen when creating a transaction.

Also, which version of QuickBooks are you using?

I look forward to hearing back from you.

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