how to generate/export report in excel format from Reckon Accounts hosted

NenethLangleyNenethLangley Member Posts: 1
edited March 2018 in Accounts Hosted

Comments

  • RavRav Administrator Posts: 11,676 Community Manager
    edited February 2017
    Hi there,
    Once you've created the report of your choosing, click on 'Export' in the toolbar immediately above the report. 

    You'll be presented with the following options -

    image


    Click Export.
    This will save the file to your Q drive.

    If you're using Chrome, Click Download File on your floating toolbar and download the file to a local destination on your PC eg. Desktop, My Documents etc.

    You can then open the file using Excel.

    Hope that helps

    Cheers
    Rav
  • SatwantSatwant Member Posts: 2

    Can you change the formulas on the report? Presently if I copy the report the Total Columns and Rows do not work.

  • Acctd4Acctd4 Accredited Partner Posts: 1,375 ✭✭✭

    @Satwant Yes, the report is fully editable in Excel 😁

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper *** (specialising EXCLUSIVELY in Reckon Accounts / Reckon Accounts Hosted!)

    * Regd BAS Agent (No: 92314 015) * ICB-Certified Bookkeeper * Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services Ballajura, WA

    0422 886 003

    [email protected]

    https://www.accounted4bs.com/

    (NB: Please mark your post as Accepted Answer/Answered if I have been able to resolve your query as this helps others when seeking solutions!)

  • SatwantSatwant Member Posts: 2

    Partly answered. I want my reports in Excel not have the round formula but plain sum. Thanks.

  • Acctd4Acctd4 Accredited Partner Posts: 1,375 ✭✭✭

    As mentioned, the formulas are editable but are automatically embedded in the export so will need to be manually changed in Excel.

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper *** (specialising EXCLUSIVELY in Reckon Accounts / Reckon Accounts Hosted!)

    * Regd BAS Agent (No: 92314 015) * ICB-Certified Bookkeeper * Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services Ballajura, WA

    0422 886 003

    [email protected]

    https://www.accounted4bs.com/

    (NB: Please mark your post as Accepted Answer/Answered if I have been able to resolve your query as this helps others when seeking solutions!)

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