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H
HoyHoy
December 8, 2023
Question

Export to Excel No Longer Opens New Spreadsheet.

  • December 8, 2023
  • 1 reply
  • 0 views

Export to Excel, used to open excel, with the exported data in the tab of a new unnamed .csv file.You could save the file or drag the tab to an actual existing workbook.

 

Now Export to Excel requires you to save it to a location - then navigate to that location – then open the report. The old way was really useful in combining different reports because all you had to do is grab the .csv tab in the new sheet and drag it over to an existing workbook. Now many more clicks extra saving (of files I don't want to save), etc.

 

Is there any way to get this functionality back? And why did it go in the first place?

1 reply

J
jeanbiverly_
December 8, 2023

Hi, @HoyHoy.

 

When exporting to Excel and creating a CSV file in QuickBooks Desktop (QBDT), you're required to save the file in a specific location on your computer.

 

In the meantime, you can use the Create new worksheet in existing workbook option and then save it as a CSV file.

 

Moreover, we understand the significance of minimizing clicks and saving time to enhance workflow efficiency. To help improve your experience with QBDT, your valuable feedback will be shared with our product development team. 

 

Here's how to send it:

 

  1. Go to the Help menu, then select Send Feedback Online.
  2. Choose Product Suggestion.
  3. Enter your recommendation or comments.
  4. Click Send Feedback, then Close Window.

 

I'll add a supplementary article that you can check out for more guidance in exporting reports to Excel from QBDT: Export reports as Excel workbooks in QuickBooks Desktop.

 

In case you need assistance in personalizing your reports, you can refer to this article: Customize reports in QuickBooks Desktop.

 

You can always get back to this thread if you need further help exporting your reports to Excel. The Community is always available.

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