Skip to main content
April 13, 2024
Question

output to a spreadsheet

  • April 13, 2024
  • 1 reply
  • 0 views

How do I output all transactions using a selection criteria to a spreadsheet. At the moment it just outputs one pade (50 records) at a time.

1 reply

April 13, 2024

Greetings! @JAG1978. Thanks for posting here in the Community space. I recognize the importance of being able to export reports in QuickBooks. Let me give you insights about exporting to Excel. Then, ensure you can view the report with accurate information.

 

I'd be glad to help you change the row settings to show the number of customers on the page.

 

You can click the Gear icon or Settings on the Customer's page. I'll show you how to do that.

 

  1. Go to the Sales menu and select the Customers tab.
  2. Select the Gear icon on the page and go to the last option Rows.
  3. Click on the drop-down icon and choose how many rows you want to show on your page.

 

I've also added a screenshot for your additional reference.

 

 

Here's an article about modifying columns on the report: Customize and modify columns on reports.

 

If you need to export a different report, visit this article: Export your reports to Excel from QuickBooks Online.

 

I also have some additional articles about managing a wide range of reports in QBO:

 

 

Please let me know if you have further questions or concerns about exporting transactions in QuickBooks Online (QBO). I'm here to get you back to business every step of the way. You can always count on us here in the Community to lend you a helping hand when needed. Have a great day!