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How to Convert Quickbooks to Excel. Open the file menu and click 'Export.' Select 'Send the report to a new Excel spreadsheet' then click 'OK.'
- 1 Export a Quickbooks Customer List
- 2 Convert XLS to QIF
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- 4 Open a Table in Design View in Access
Intuit QuickBooks is a dedicated accounting program, while Microsoft Access is a broader database management system. QuickBooks handles customer and inventory data, but you may want to migrate this data to Access for further analysis. Access can perform more sophisticated queries than QuickBooks, and its reports allow you more flexibility. Importing data can also link the data to an existing database. Access does not import QuickBooks data directly, but you can transfer your data by using Microsoft Excel as an intermediary.
Export to Excel
1.Open the QuickBooks customer or vendor list that you want to send to Access.
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2.Click the Excel icon in the Customer Center or Vendor Center toolbar to open the Export dialog box.
3.Click the option buttons labeled 'Create new worksheet' and 'in new workbook.' Click 'Export.'
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4.Navigate to a location on your computer. Click 'Save.'
Import from Excel
2.Click 'External Data' in the Access ribbon. Click 'Excel' from the Import & Link group to open the 'Get External Data - Excel Spreadsheet' dialog box.
3.Click 'Browse.' Navigate to and select the Excel file that you created.
4.Click 'OK' to open the Import Spreadsheet Wizard.
6.Check the box labeled 'First Row Contains Column Headings.' Click 'Next.'
7.Type a name for the Access table in the text box labeled 'Linked Table Name.' For example, name the table 'tblCustomers.'
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About the Author
Ryan Menezes is a professional writer and blogger. He has a Bachelor of Science in journalism from Boston University and has written for the American Civil Liberties Union, the marketing firm InSegment and the project management service Assembla. He is also a member of Mensa and the American Parliamentary Debate Association.
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Menezes, Ryan. 'How to Import QuickBooks Data to Microsoft Access.' Small Business - Chron.com, http://smallbusiness.chron.com/import-quickbooks-data-microsoft-access-44109.html. Accessed 09 September 2019.
Menezes, Ryan. (n.d.). How to Import QuickBooks Data to Microsoft Access. Small Business - Chron.com. Retrieved from http://smallbusiness.chron.com/import-quickbooks-data-microsoft-access-44109.html
Menezes, Ryan. 'How to Import QuickBooks Data to Microsoft Access' accessed September 09, 2019. http://smallbusiness.chron.com/import-quickbooks-data-microsoft-access-44109.html
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Quickbooks is accounting software for businesses, while Microsoft Excel is spreadsheet software that can help you manage vast amounts of any kind of data and produce graphs. Each has its unique capabilities: if you want an audit trail, Quickbooks can suit your needs, while Excel can help you create dynamic, professional looking charts from raw data. If you want to import your Quickbooks data into Excel, then you must save the Quickbooks file in a specific format.
Step 1
Step 2
Generate a report to export to Excel. For example, if you want to generate a transactions journal report, click on 'Reports' and then click on 'Transaction History.'
Step 3
Click on the 'Export' button on the menu bar above the report.
Step 4
Click on 'Export.' Excel will open automatically with your chosen report.
Tip
- You can also access different types of reports in Quickbooks by clicking on the 'Report Center' button.
Items you will need
Open Qbb File In Excel 2013
- Quickbooks
- Excel 2007 or Excel 2010
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