Chapter 15
Analyzing QuickBooks Data in Excel
IN THIS CHAPTER
Saving time by automatically opening QuickBooks reports in Excel
Transforming QuickBooks data into helpful reports
Applying pivot tables to create custom reports
Using Spreadsheet Sync in QuickBooks Online Advanced
Alongtime 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, can help you get up to speed.
For much of 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 ...
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