Transferring reports, lists, and registers to another program

You can transfer the information in any QuickBooks report, list, or register to other programs, such as word processors, spreadsheets, or database programs, by saving the item as a text file.

To save a report, list, or register as a text file:

  1. Display the report, list, or register.
  2. Choose File > Save Report as Text, Save List as Text, or Save Register as Text.
  3. If you are transferring a register, enter the date range of the transactions you'd like to transfer.
  4. Enter a name and location for the file.
  5. In the “Text Delimiters” section, choose Tabs, Commas, or Spaces.
    • Tabs: Create a text file that has tab characters between the columns of text. Most spreadsheets and word processors accept this type of file.
    • Commas: Create a text file that has commas between columns of text, and quotes around text but not around amounts. Most spreadsheets and databases accept this type of file.
    • Spaces: Create a text file that has spaces between the columns of text. Most word processors accept this type of file.
  6. If you chose Spaces in step 5, enter the columns per line and the lines per page.
    • Columns per line: this number controls the width of lines in the file. Enter the maximum number of characters you want per line (80 works well in many cases).
    • Lines per page: when this number is 0, the text file is one long continuous page with no page breaks. If you set Lines Per Page to a number other than zero, your text file will have a page break after each group of lines of the number you specify. Each “page” in the text file has a title, and any other header or footer information, such as column headers and page numbers.
  7. To transfer only a part of the report, list, or register, enter the start and end page numbers of the section you want to transfer.
  8. Click Save.

You can also export a report to Microsoft Excel. You must also have Microsoft Office 2001, 2004, or 2008 installed on your Mac to use this feature. More info