download the category list into excel

meetings

How to download the category list into excel.
Just like one can do in Quickbooks.

Sherlock

To export the Category List in an Excel compatible file, press Ctrl + P, choose Export to, select tab-delimited (Excel-compatible) disk file, and select Export, ...

Sherlock

To export the Category List in an Excel compatible file, press Ctrl + P, choose Export to, select tab-delimited (Excel-compatible) disk file, and select Export, ...

meetings

YOU ARE AWESOME!!! I've been searching for hours on how to do this and just found this wonderful Community!
Thank you Sherlock!!

Unknown

Are you hitting the Ctrl + P in the register? If so I get the entire register printed to paper or a pdf. I have to be missing an instruction. How do I just export the category list in Quicken Premiere into an excel type file?

volvogirl

No.  Open the Category list.  Go to Tools-Category List.  Then do Ctrl+P or click on the printer Icon at the bottom.  

volvogirl

Here's a screen shot from my Premier 2013

meetings

You export and change the printer to print to "excel-compatible" instead of your printer machine.

Chris_QPW

Personally I prefer to export to ".PRN (...) and when saving the file put in .csv at the end of the file name instead of .prn.  A .prn file is just a .csv file.  When you use the tab delimited one it is going to export it as .txt and in Excel you will have use File -> Open and tell it select that it is tab delimited.  With .csv you can just open the file with File Explorer and it will open in Excel.

For years I have tried to get them to change it so that it just goes directly to .CSV because no one uses 123 any more or just have a different entry for it since all the code is the same, just needs to have a different entry in the pulldown menu.  But that has fallen on the deaf ears.