Chapter 11
Analyzing QuickBooks Data in Excel
IN THIS CHAPTER
Automatically opening exported Excel reports
Getting the information you need from Excel reports
Filtering and slicing Excel reports
Creating custom reports with pivot tables
A longtime complaint that I’ve had about QuickBooks and other accounting programs is that it often feels that accounting records are literally trapped under glass. You may find, for example, that you can’t quite get to the report format you want to see inside QuickBooks. In this chapter, I share some of my favorite tricks and techniques for unlocking your accounting data and viewing it the way you want to see it. If you don’t have much experience in Excel, the book Microsoft Excel For Dummies by Greg Harvey will help you get up to speed.
For this chapter, I’m using the sample company available for QuickBooks Online, which you can access at https://qbo.intuit.com/redir/testdrive. I chose this example so that you have an easy way to generate reports that contain actual data, in case you haven’t started using QuickBooks Online. You can and should follow ...
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