QBO report export

It's great to have you here in the community, Mgarnerbhf. QuickBooks Online (QBO) allows you to export reports to Excel, including macro-enabled .xlsm files. However, the export process usually provides a standard .xlsx file. You can open this in Excel and save it as a .xlsm file to add new macros or keep the existing ones from your template.

To export a report from QuickBooks Online to a macro-enabled Excel file (.xlsm), follow these steps:

1. Open your QuickBooks Online and find the report you wish to export.

2. Click Export Data from the gear button, typically located at the top right corner of the report.

3. Select Export to Excel, which will download the report as a .xlsx file. And open the .xlsx File.

4. Find the downloaded .xlsx file on your computer and double-click it to open it in Excel. Save as .xlsm.

5. With the .xlsx file open in Excel, navigate to file then hit Save As, in the Save as type then dropdown menu, choose Excel Macro-Enabled Workbook (.xlsm).

6. Select your preferred location, name the file, and click Save.

Additionally, I'll be adding this article for more information about exporting reports, lists, and other data in QuickBooks.

Check out this article if you want to save the customization of your report: Memorize reports in QuickBooks Online.

Let me know if you have any questions about Transferring data, I'm here to help you, Mgarnerbhf.