November 2025
Beginner
400 pages
8h 16m
English
Content preview from QuickBooks Online For Dummies, 2026 Edition, 10th Edition
Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.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.I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.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.
Chapter 21
Automating QuickBooks Analysis with Power Query
IN THIS CHAPTER
Getting started with Power Query
Cleaning up QuickBooks reports
Automating refreshable results
Ever feel like QuickBooks reports were designed by a raccoon — lots of garbage to sort through, and everything’s just a little, well, scattered? This chapter brings order to the chaos by using Power Query to automate the cleanup process that was tackled manually in Chapter 20. Just one catch: You’ll need the desktop version of Excel for this (such as Microsoft 365 desktop apps or Excel 2024); Excel for the Web (www.office.com) and Google Sheets (sheets.google.com) won’t cut it.
Instead of going through the same motions every time you export a report — removing unwanted columns, slicing off headers and footers, fixing those weird totals — you’ll create a set-it-and-forget-it connection that transforms the data faster than you can say, “Gee willikers!” Sure, you’ll still need to export the report and overwrite the existing file, but once that’s done, your cleaned-up version appears in Excel like magic.
And while PivotTables benefit from this — clean data makes them a breeze — they’re just one piece of the puzzle. ...
Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.
Read now
Unlock full access
More than 5,000 organizations count on O’Reilly
O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
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.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
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.