Using Excel 2016 and Power BI to Analyze QuickBooks Data

QuickBooks (if you haven’t seen the commercials) is a suite of accounting packages. The versions differ according to the number and type of built-in capabilities, whether it’s an online or principally standalone edition, the country where it’s marketed, and so forth.

Full disclosure: I’m no fan of QuickBooks. But before it came along, there was a serious need for a double-entry accounting system that cost a few hundred dollars and would run on a PC or Mac. QuickBooks filled that need, offered an intuitive graphical ...

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