November 2024
Beginner
448 pages
10h 8m
English
Content preview from QuickBooks Online For Dummies, 2025 Edition, 10th Edition
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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 often feels trapped under glass, particularly in QuickBooks, where users frequently face limited customization options for reports. In Chapter 6, I discuss how most users can customize reports to a certain extent, while Chapter 14 shows how Advanced users can overcome these constraints with the Custom Report Builder feature. However, in this chapter, I demonstrate how you can unlock your accounting data with Excel, regardless of your QuickBooks subscription level.
For this chapter, I used the sample Plus company for QuickBooks Online, which you can access at https://qbo.intuit.com/redir/testdrive. I chose this company to provide an easy way for you to generate reports that have actual data in them. You can also follow along with your own data. If you’re new to Excel, my new book Microsoft 365 Excel For Dummies will help you get up to speed. ...
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I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
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I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.