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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.

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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 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