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Filtering QuickBooks Transactions by Date Range in Excel
You’ve likely struggled in the past to analyze QuickBooks data based on date ranges. Indeed, most transaction-based reports in QuickBooks do allow you to view information based on date ranges, but many...
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Filtering and Slicing QuickBooks Data in Excel – Part 1
Periodically you may find yourself needing to carry out ad hoc analysis of QuickBooks data in Excel. As I’ve discussed previously, pivot tables are an ideal way to analyze transactions. I’ve also...
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Excel 2016 Enhancements for Office 365 Subscribers
Microsoft has signaled a significant departure in terms of how new features are added to its Office suite. In this article, I’ll focus exclusively on Excel 2016, but the same background that I share...
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Filtering and Slicing QuickBooks Data in Excel – Part 2
In Part 1 of this series I compared using Excel’s Filter and Slicer features to manage the amount of data that you see at once in a list. Filtering is available in all versions of Excel, while the...
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Exploring the Nuances of Excel Workbook Formats
We often open and save Excel workbooks without much thought behind the document format itself. For many of us, if the spreadsheet opens in Excel and lets us keep our work, then we’re happy. However, a...
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Flattening Data in Microsoft Excel
The key to making the most of Microsoft Excel is ensuring that your data is presented in a list format. This means that each row comprises an individual record in its entirety. However, users often...
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Minimizing Distractions in Microsoft Excel
Excel is fraught with repetitive actions in the course of normal work, which can in turn be complicated by unexpected onscreen prompts. In this short series, I’ll point out the purpose behind some of...
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Minimizing Distractions in Microsoft Excel — Part 2
In this article — the second in my series on minimizing distractions in Microsoft Excel — I’ll lead off with a discussion of those green triangles (in the upper left corner of cells) that tend to...
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Managing Protected View in Microsoft Excel
Anyone choosing to export reports from QuickBooks Online to Excel 2010 or later is likely familiar with Excel’s Protected View feature. You may also encounter this feature when you open an Excel...
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Speeding Up Access to QuickBooks Online Reports
Like most cloud-based accounting systems, QuickBooks Online enables you to export reports that you can view on screen to Microsoft Excel. The export process within QuickBooks Online itself only...
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