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User1011
June 19, 2023
Question

Exported List of Transactions to Excel - Credit Note information does not export correctly

  • June 19, 2023
  • 1 reply
  • 0 views

Exported List of Transactions to Excel - Credit Note information does not export correctly

 

The numbers asscociated witht the credit note i.e the quantity price column all of the numbered information exports but i can't do anything with it in excel, Excel does not recognise it as a number.

 

Invoices and payments export as normal.

 

Can anyone help?

1 reply

JenoP
JenoP
June 19, 2023

Hi there, User1011.

 

Can you tell us exactly what happens when exporting or editing the information in the credit notes? Are you getting an error message? We're asking these questions to make sure that we give you the right steps and information to sort this out. 

 

Please add a reply below to share more details. We look forward to it. 

U
User1011Author
June 22, 2023

hi there,

This is a screenshot of a typical Credit Note file exported to Excel.

You may be able to see that Quantity and Rate column have a green warning tick on the top lhs of the cell to warn me that these numbers are saved as text and I need to convert to numbers. I can do this in excel and this works perfect. By the way my company home currency is the Euro.

 

My problem is the next column Amount Line, Balance, Net Amount Line and Tax Amount Line export into Excel with a Sterling symbol before it and it will allow me to convert format to number but Excel does not recognise these as numbers at all, I can't format them, when I place the cursor over them, it doesn't recognise the, as number al all!

 

Have you come across this?

Is there a solution?

 

I want to be able to export Credit Notes generated on QBO in line detail into Excel.

 

Any help greatly appreciated.

Angelyn_T
Angelyn_T
June 22, 2023

Thank you for following up with additional information, User1011. Let me get the correct format of your exported credit notes from QuickBooks Online (QBO) to Excel.

 

I can see that you're working on the Excel Sheet data with your credit notes. The green warning is an error notification which allows you to fix text-formatted numbers by applying a number format.

 

Other columns that don't have warnings on them may be formatted as desired. However, you can always reformat the data manually by following these steps:

 

  1. Right-click on the amount or a cell.
  2. Tap on Format cells.
  3. Select your options from the Format Cells window.
  4. Hit OK when done.

 

On the other hand, I'm adding this material for more tips while moving your data, lists, reports, and other entries from our system to Excel: Export data, reports, lists, and more from QuickBooks Online.

 

Post again if you have follow-up questions while working with your credit notes. I'm always here to help. Keep safe!

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