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How do I make sure my notes column from my register transfers to an excel sheet ?

Luigi Scola

Please help :/

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Accepted answers

Sherlock

To include the Notes column when exporting a register to a spreadsheet, I suggest you use a Transaction report (aka a Register report). Be certain to check the Notes column on the Display tab of the Customize Transaction window: open the report and press Alt + C.

Sherlock

Luigi Scola said:

That's what I have version wise and I have the notes box checked in the right side gear drop down box. I select print transactions and it does not appear. weather I export or not. What am I doing wrong? I thank you so much for the help...

I suspect you have not opened the report. For example, open the register, press Ctrl + Shift + N and select More Reports > Register Report. This is where you I suggested you press Alt + C and check the Notes column on the Display tab of the Customize window. Then, to export the report to Excel spreadsheet, you may press Alt + E and select Export to Excel Workbook (.xlsx).

All comments

Chris_QPW

Unfortunately you can't. The columns that are exported a fixed set, and the notes column isn't one of them.

Luigi Scola

Thank you.......... Just a little disappointing :/

Sherlock

Luigi Scola

That doesn’t work.

Sherlock

Luigi Scola said:

That doesn’t work.

It does work. Quicken Premier R32.12 on Windows.

Luigi Scola

That's what I have version wise and I have the notes box checked in the right side gear drop down box. I select print transactions and it does not appear. weather I export or not. What am I doing wrong? I thank you so much for the help...

Sherlock

Luigi Scola said:

That's what I have version wise and I have the notes box checked in the right side gear drop down box. I select print transactions and it does not appear. weather I export or not. What am I doing wrong? I thank you so much for the help...

Luigi Scola

I got it finally. Thank you so much for your help :)