I am trying to export the transactions (from the "check" register) to an excel file. For example all of the activity from a bank account.


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Greetings, sbmsinc.

I appreciate you checking in with us. Let me help and guide you with exporting transactions in QuickBooks Desktop. 

You'll need to pull up a QuickReport when exporting transactions to an excel file from an account in Chart of Accounts. To do so, please follow these steps:

  1. Go to Lists and choose Chart of Accounts.
  2. Right click on the checking account and choose QuickReport.
  3. Click on the Excel drop down and select Create New Worksheet.
  4. In the Send Report to Excel, click on the Create new worksheet radio button and choose in new workbook.
  5. Click on Export.

I've attached some screenshot to help you with the process.

From there, you should be able to export your bank transactions.

As always, feel free to let me know if you have further questions. I'm always glad to help. Have a great day.

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IntuitJane , Community Support Specialist
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