If you want to add pizazz to your financial and sales reports and get them the attention they deserve, export your QuickBooks reports to Excel. By following a few simple guidelines, you can add formatting, graphs, comments and even your company logo.
- In QuickBooks, click the “Report Center” button. Click on “Sales” in the left-hand column, then click on the report you want — for example, “Summary” under “Sales by Customer.”
- When the report appears, modify the report dates and any other criteria you wish, and then click the “Export” button located on the menu bar above the report. When the “Export Report” window pops up, click “a new Excel workbook,” and then click the “Export” button.
- A new Excel spreadsheet will open containing your QuickBooks report. Now that your report is in Excel, you can modify and enhance it. For example, you may want to add a comment to highlight your top customer. To center the report for printing, click the “Horizontally” box under “Center on Page” under “Page Setup.” Use Excel’s built-in graph feature to display your data in a graph.
To add your company logo, open the “Header & Footer” tab and insert your logo (the logo must be saved to a file on your desktop). You may have to increase your top margin, as your header will require more space once you add the logo. Click “Print Preview” to view your finished report.
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