Make QuickBooks Data Analysis More Simple in Excel

by David Ringstrom

If you’re unfamiliar with certain naunces within the two programs, analyzing QuickBooks data in Excel can be an exercise in frustration. In this article, I’ll show you techniques for both programs that can transform how you crunch numbers. Among other things, I’ll share my favorite report for QuickBooks data analysis in Excel, a technique for creating one-click report access in QuickBooks, and a brief overview of the Table feature in Excel.

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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