November 2025
Beginner
400 pages
8h 16m
English
Content preview from QuickBooks Online For Dummies, 2026 Edition, 10th Edition
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Chapter 20
Unleashing Your Data in Excel
IN THIS CHAPTER
Customizing and exporting reports
Looking at reports using filters, slicers, and sort commands
Checking out QuickBooks data with PivotTables
Ever feel like your QuickBooks data is trapped behind museum glass — you can look but not touch? You’re not alone. Many users find themselves smashing into the plexiglass walls of limited report customization. In Chapter 6, I show how most users can poke and prod their reports just enough to be dangerous. Chapter 14 takes it further, guiding Advanced users through bending the rules with the Custom Report Builder.
But this chapter doesn’t just bend the rules. It smashes glass. Don’t worry — your monitor is safe. Think of Excel as your fire axe: Once you export a report, you’re free to edit, explore, and customize to your heart’s content, no matter your subscription level. I walk you through the steps in Microsoft 365 Excel, but if you’re feeling adventurous, follow along using Excel for the Web (https://www.office.com) or even Google Sheets (https://sheets.google.com). Just expect differences.
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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.