Category Archive: Quickbooks

Mar 19

CSV Secrets: QuickBooks Reports to Excel

by David Ringstrom

 

While most users export QuickBooks reports as Microsoft Excel workbooks, I often use the comma-separated value (CSV) format instead. Doing so strips extraneous formatting from the report so that I can immediately filter a report or analyze it with a pivot table. In this article, I’ll show you how to use the CSV format to create Excel workbooks that automatically update themselves, along with any helper formulas you may wish to add alongside your QuickBooks data. In future articles, I’ll share techniques you can use to capitalize on this functionality.

See www.sleeter.com to read the rest of the article.

 

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 david@nullacctadv.com  or follow him on Twitter. David speaks at conferences about Microsoft Excel, and presents webcasts for several CPE providers, including AccountingWEB partner CPE Link

Mar 19

Merging QuickBook Reports Using Excel VLOOKUP

by David Ringstrom, CPA

Generating reports in QuickBooks is generally quick and easy – until you hit on a specialized need. Certain reports allow you to add or remove columns of data, but sometimes a key piece of data you need won’t be available on a given report. For instance, the Inventory Stock Status by Vendor report shows you which items you need to reorder, but it doesn’t provide the ability to add the vendor’s contact information. In this article, I’ll demonstrate how you can use Excel VLOOKUP to merge QuickBooks reports data. I’ll also show how Excel’s HYPERLINK function can generate clickable links to your email software for sending new messages.

Continue reading article at www.sleeter.com

 

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 david@nullacctadv.com  or follow him on Twitter. David speaks at conferences about Microsoft Excel, and presents webcasts for several CPE providers, including AccountingWEB partner CPE Link

Feb 21

The Quickbooks Consultant’s Reference Guide

 
If you use QuickBooks in any capacity, then you need The QuickBooks Consultant's Reference Guide published by The Sleeter Group. If you offer consulting services related to QuickBooks, be sure to join The Sleeter Group's Consulting Network.

Mar 26

Need Help?

Try searching the QuickBooks Help & Support database. Or, take advantage of our fee-based technical support options. You can also visit QuickBooksUsers.com, an online community of QuickBooks users and experts, which offers free forums, add-on software, other resources.

Mar 26

Extracting Data from QuickBooks

DataBlox, Inc.'s has recently released Office/Q. This product enables you to extract data from QuickBooks directly into Microsoft Excel, or any other platform that is 32-bit DLL enabled.