Chapter 20
Analyzing QuickBooks Data in Excel
IN THIS CHAPTER
Streamlining the opening of QuickBooks reports in Excel
Filtering reports
Cleaning up QuickBooks reports
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 ...
Get QuickBooks Online For Dummies, 2024 Edition now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.
