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flopcat98, Consultant
Category: Software
Satisfied Customers: 9044
Experience:  Consultant 30 years in nyc computer industry working with PC and networks banks brokerage legal etc.
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I would like to transfer My P&L from Quick book pro to excel

Customer Question

I would like to transfer My P&L from Quick book pro to excel and make some projections without losing information
JA: What's the make and model of your computer? And what version of Excel are you using?
Customer: HP Pavilion windows 10
JA: Have you installed any updates recently?
Customer: not sure
JA: Anything else you want the computer expert to know before I connect you?
Customer: no
Submitted: 9 months ago.
Category: Software
Expert:  flopcat98 replied 9 months ago.

Hi, I'm Robert and I'll be helping you with your computer question.

Expert:  flopcat98 replied 9 months ago.

its pretty easy to do

just run the report and the click export / to excel / new workbook

that exports a file that will no longer have any connection to quickbooks but will be a stand alone excel file. You can do anything you want to it within excel and it will have no effect on quickbooks.

This page not only shows how to do it but it gives some advanced tips to make it more readable in excel if you choose to use them