Changes to the report in Excel do not affect any report data in QuickBooks. You can save the report in Microsoft Excel and format it as desired. There are several options available when. You can import Customer, Vendor, Items, and Chart of Accounts from an Excel spreadsheet. You can import and export various list and transaction types to and from QuickBooks Desktop using different file formats. The report format will be similar to the QuickBooks report format and use the same formulas, labels, calculations, headers, and footers from the generated report. Learn how to import and export QuickBooks data with MS Excel files. QuickBooks launches Excel and exports data into a new worksheet.
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