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markmcnally
December 21, 2017
Solved

Export memorized Transaction List from Quickbooks to an Excel sheet

  • December 21, 2017
  • 1 reply
  • 13 views

I want to export my Memorized Transaction List from Quickbooks to an excel sheet.  How to I do that?

 

(Title has been edited by moderator for clarity)

    Best answer by Morgan_B

    Hey there markmcnally,

     

    Welcome to the Community. I'd be glad to lend a hand.

     

    Exporting your Memorized Transaction List can be done by going to Reports >  List > Memorized Transaction Listing > use the drop down under the Excel option on that report to create a new worksheet. This would enable you to export the list, however all that can be imported into your account is the customer list, vendors inventory parts, non-inventory and assemblies from Excel.

     

    I hope you find this helpful. I'm only a post away if you have any other questions.

    1 reply

    Morgan_B
    Morgan_BQuickBooks TeamAnswer
    QuickBooks Team
    December 21, 2017

    Hey there markmcnally,

     

    Welcome to the Community. I'd be glad to lend a hand.

     

    Exporting your Memorized Transaction List can be done by going to Reports >  List > Memorized Transaction Listing > use the drop down under the Excel option on that report to create a new worksheet. This would enable you to export the list, however all that can be imported into your account is the customer list, vendors inventory parts, non-inventory and assemblies from Excel.

     

    I hope you find this helpful. I'm only a post away if you have any other questions.

      M
      markmcnallyAuthor
      January 10, 2018

      Thanks Morgan,

       

      I do have another question about Quickbooks Online auto populating email address is you can help?

      Morgan_B
      Morgan_BQuickBooks Team
      QuickBooks Team
      January 10, 2018

      Hello,

       

      I'm glad to help.

       

      Is your question about email addresses auto-populating in invoices, or on another form? If customer information contains an email address, the system will automatically include the email address when the customer (or vendor) is chosen when creating a transaction.

       

      Also, which version of QuickBooks are you using?

       

      I look forward to hearing back from you.

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