Use Excel Pivot Tables to Analyze QuickBooks Data

by David Ringstrom

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 analyze your accounting data in new ways. Pivot tables can make quick work of figuring out patterns or issues with your data that might be hard to discover otherwise. Pivot tables allow you to create instant reports and/or charts by dragging and dropping fields with your mouse. This means you can quickly rearrange even enormous 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.