how to generate/export report in excel format from Reckon Accounts hosted
Comments
-
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 -
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
Ravℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.
0 -
Can you change the formulas on the report? Presently if I copy the report the Total Columns and Rows do not work.
0 -
@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 / Hosted ! ***
* Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *
Accounted 4 Bookkeeping Services
Ballajura, WA
(NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
0 -
Partly answered. I want my reports in Excel not have the round formula but plain sum. Thanks.
0 -
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 / Hosted ! ***
* Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *
Accounted 4 Bookkeeping Services
Ballajura, WA
(NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
0 -
I want my reports in Excel not have the round formula but plain sum. This is a real problem - when I copy a report imported from Reckon to Excel to another file or another sheet in the same spreadshsheet, the formulas do not work. The problem is they keep the link to the original imported sheet. Very tiring to change formula each time and source of making errors. Thanks.
0
Categories
- All Categories
- 6.9K Accounts Hosted
- 11 📢 Reckon Accounts Hosted - Announcements
- 6K Reckon Accounts (Desktop)
- 3 📢 Reckon Accounts Desktop - Announcements
- 1.2K Reckon Payroll 🚀
- 21 📢 Reckon Payroll - Announcements
- 21 Reckon Payroll Help Videos 🎥
- 21 Reckon Mate App
- 3.1K Reckon One
- 7 📢 Reckon One - Announcements
- 11 Reckon Invoices App
- 14 Reckon Insights
- 114 Reckon API
- 830 Payroll Premier
- 326 Point of Sale
- 2K Personal Plus and Home & Business
- 74 About Reckon Community