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QuickBooks Online For Dummies, 2024 Edition
book

QuickBooks Online For Dummies, 2024 Edition

by David H. Ringstrom
November 2023
Beginner content levelBeginner
464 pages
10h 41m
English
For Dummies
Content preview from QuickBooks Online For Dummies, 2024 Edition

Chapter 20

Analyzing QuickBooks Data in Excel

IN THIS CHAPTER

Bullet Streamlining the opening of QuickBooks reports in Excel

Bullet Filtering reports

Bullet Cleaning up QuickBooks reports

Bullet Summarizing detailed reports with PivotTables

Data within accounting programs is often trapped under glass, and not just in QuickBooks. Most users have constraints regarding how much they can customize reports. (See Chapter 6 for more information about customizing reports.) In Chapter 14 I discuss the Custom Report Builder that Advanced subscribers can use, but in this chapter I show you ways that you can unlock your accounting data with Excel.

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. If you haven’t set up your QuickBooks company yet, you can follow along with this chapter by using the sample company available at https://qbo.intuit.com/redir/testdrive.

I used the Microsoft 365 version of Excel when writing this chapter. You can carry out everything I discuss in this chapter in Excel 2013 and later. You can accomplish most techniques ...

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Publisher Resources

ISBN: 9781394206513Purchase Link