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4.76. How do I export my transactions by date report?

How do I export the ?Transaction by date? report into Excel?
I need a smooth way to reconcile the Job (Invoices) with my QuickBooks (Receivables Invoices).

Any report in EstiMate can be printed to a file, effectively "exporting" that data to a format that can be read by other programs.

To print your transactions by date report to an Excel file, do the following:

1. Open your Transactions By Date Report by clicking Reports > Transactions By Date.

2. Make selections as desired and click the print icon on the "Print A Report Screen"

3. Click the print icon on the preview screen.

4. Choose the "print to file option" from your printer dialog screen. Choose the type of file (.xls for example) to print to. Click the three dots and choose a name and location for the file to go on your computer.

5. Click the save button.

NOTE: There is a known issue concerning some data like descriptions or email addresses not showing up when the file is opened in excel. This only happens on some reports and not others. If you see information missing when you open the file in Excel then re-print the report to an xhtml file and open in excel as a web page.

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EstiMate Knowledge Base / FAQ

4.76. How do I export my transactions by date report?

How do I export the ?Transaction by date? report into Excel? I need a smooth way to reconcile the Job (Invoices) with my QuickBooks (Receivables Invoices).

How do I export the ?Transaction by date? report into Excel?
I need a smooth way to reconcile the Job (Invoices) with my QuickBooks (Receivables Invoices).