Connecting the Pieces with Transaction Pro Exporter
I’ve talked about the Transaction Pro Importer from Baystate Consulting (one of my favorite QuickBooks integrated tools), now let’s talk about exporting data from QuickBooks using the complimentary...
View ArticleQuickBooks and Microsoft Office 365 (Office 2013)
This is a year of change in the Microsoft world – how will the desktop version of QuickBooks be affected? I talked about QuickBooks and Windows 8 earlier this year, now lets preview how QuickBooks...
View ArticleThe Report is Dead
Not only is the traditional report, as we know it, dead, but so are a lot of other tools that many people of my generation have known and used to become informed or use to run their business and life....
View ArticleKick Your Social Productivity into High Gear Part 2
Once you have your content organized so that it is easy to reference it’s time to put that highly organized content to some real use. At the last Sleeter conference I had a session with Ruth Perryman...
View ArticleMicrosoft’s New Business Intelligence Strategy
The promise of the cloud has literally engulfed the forward thinking ideals of the practitioner community, yet there is still advanced desktop technology that exist under the radar – some of it very...
View ArticleCSV Secrets: QuickBooks Reports to Excel
While most users export QuickBooks reports as Microsoft Excel workbooks, I often use the comma-separated value (CSV) format instead. Doing so strips extraneous formatting from the report so that I can...
View ArticleUse Excel VLOOKUP to Merge QuickBooks Reports
Generating reports in QuickBooks is generally quick and easy – until you hit on a specialized need. Certain reports allow you to add or remove columns of data, but sometimes a key piece of data you...
View ArticleSimplify QuickBooks Data Analysis in Excel
If you’re not aware of certain nuances within the two programs, analyzing QuickBooks data in Excel can be an exercise in frustration. In this article, I’ll empower you with techniques for both programs...
View ArticleAnalyze QuickBooks Data with Excel Pivot Tables
When it’s time to crunch numbers in QuickBooks, most users rely on reports within the software, while others turn to analytics programs. In either case, you may still sometimes need to look at your...
View ArticleAutomating an Excel-Based Financial Statement
QuickBooks allows you a fair amount of control over financial statements – just about any user can easily customize the built-in reports. Users of Enterprise Solutions and Accountant versions can go...
View ArticleBacking Up and Restoring Excel Workbooks
As you’re likely aware, you can establish automatic, unattended back-ups of your QuickBooks data. Further, if you’re using the cloud based QuickBooks Online, then practically every keystroke you make...
View ArticleCharting QuickBooks Data
You may be surprised to discover that QuickBooks offers over one dozen charts. Some of these are buried within the Reports menus, while others appear within the Company Snapshot feature. In this...
View ArticleTroubleshooting When Excel Goes Awry
It can be maddening when a trusted program such as Microsoft Excel suddenly starts exhibiting odd behavior. It’s sometimes difficult to tell if the culprit is Excel, Windows, or some sort of malware...
View ArticleQuickBooks Statement Writer vs. Excel FSM
Creating financial statements from QuickBooks data can be a tricky endeavor. Yes, it’s easy enough to choose Reports, Company and Financial, and then Profit & Loss—as long as you don’t mind account...
View ArticleMicrosoft Excel Text Extraction Techniques
Reports exported to Excel from QuickBooks often contain data aggregated into a single column that you may want to pare down. I’ve seen any number of folks over the years resort to manually retyping the...
View ArticleTwo Ways to Tally QuickBooks Customer Sales By City or State in Excel
A QuickBooks user recently commented on one of my articles for this blog that it is “very difficult to get marketing data (from QuickBooks desktop) i.e. sales by state. I’ll be the first to admit that...
View ArticleUsing QuickBooks and/or Excel on Mobile Devices
Our never ending pursuit of efficiency will eventually lead us beyond the cloud to the devices that we hold in our hands for much of the day. Just as cloud-based accounting once seemed unthinkable,...
View ArticleQuickBooks Online Modernizes Excel Imports
Until recently, QuickBooks Online users have been relegated to using an out-of-date document format when exporting reports to Excel. An April 2015 update to the product now enables QuickBooks Online...
View ArticleInactivate QuickBooks List Items With Excel
A client reached out to me recently for help with their QuickBooks Desktop company. Over the years they’d set up numerous one-time use inventory items, to the extent that they now had over 7,000 items...
View ArticleTally QuickBooks Purchase Orders by User in Excel
Earlier this year I described two techniques for tallying QuickBooks customer sales by City or State in Excel. That article prompted a question by a reader named Casey, who needed to tally how many...
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