Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
June 30, 2023
Question

New experience reports export to excel with values stored as text and for .csv with a preceding accent character rendering both reports pretty useless without reformat?

  • June 30, 2023
  • 3 replies
  • 11 views
The new experience reports supposedly export to excel and .csv BUT when doing so for excel the values are stored as text and for .csv come with a preceding accent character rendering both reports pretty useless without time consuming formatting. 
I hoped they would improve on the poor existing report exports to excel that come with unnecessary and frustrating formatting (like the old sage ones).
when asking support they say "It's not technically an issue but more of a working as designed kind of feature" 
Does anyone know if that is correct and they are supposed to export values as text? 

3 replies

Level 14
June 30, 2023

Hello Mugelbbub, yes this is correct it is working as designed, though it is not the best design granted, we suggest you leave feedback within the main cog wheel this gets sent straight to the developers team, this is the only option thanks.

mugelbbubAuthor
June 30, 2023

Hi Ashleigh1,

 

Thanks for replying.  I have left feedback in the COG already.

 

I can not believe that a financial product exporting to a spreadsheet designs it so the numbers come out as text.

Baffled!

June 30, 2023

Hello Mugelbbub, Thanks for your reply. We'll pass on your comments to the product development team. Currently it would be a case of reformatting the CSV file you export.

mugelbbubAuthor
June 30, 2023

not just hte .csv but also with the excel file since the values are formatted as text.

 

I may not have mentioned but been exporting .cvs  from multiple different packages for over forty years and never has one exported values (particularly financial) as text.  

Usually   19.2    but never  Â£19.20  

 

and oddly in principle for your developers, the legacy reports export values to excel fine as values 19.20 albeit on a  #,##0.00 _€ format   so why do it as text now?

 

Level 14
June 30, 2023

Hello Mugelbbub, thanks for sharing that as well, we will pass this on to the team. 

September 10, 2025

Has this been resolved?

 

I am still doing the backflips converting text to currency - we're September 2025 now.

 

Anyone?

QuickBooks Team
September 10, 2025

Hello there, Mouselette.

 

As mentioned by Ashleigh1 above, the current export behavior, where values in Excel files are stored as text and CSV files include a preceding accent character, is working as intended.

 

With that, we recommend sharing your insights directly with our product development team so they can review user concerns and consider enhancements to improve the program's functionality.

 

Here's how to send your feedback:

 

  1. Navigate to the Gear icon.
  2. Under the Profile column, select Feedback.
  3. Share your suggestion, then click Next.

 

Please let us know if you have any additional questions or concerns related to QBO in this thread.