Analyze QuickBooks Data with Excel Pivot Tables

by David Ringstrom,CPA
When it’s time to crunch numbers in QuickBooks, most users rely on reports within the software, while others turn to analytics programs. In either case, you may still sometimes need to look at your accounting data in new ways. In such cases, pivot tables can make quick work of sussing out patterns or issues with your data that might be hard to discover otherwise. In Excel, pivot tables allow you to create instant reports and/or charts by simply dragging and dropping fields with your mouse. This means you can quickly rearrange even massive reports into interactive, yet compact summaries.
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About the author:

David H. Ringstrom, CPA, heads up Accounting Advisors, Inc., an Atlanta-based software and database consulting firm providing training and consulting services nationwide. Contact David at or follow him on Twitter. David speaks at conferences about Microsoft Excel and presents webcasts for several CPE providers, including AccountingWEB partner CPE Link.