If you are like most accountants, you often need to export a report from QuickBooks to Excel to do further analysis. The problem is that we continually make the same changes to exported worksheets in Excel. We delete the QuickBooks Export Guide, we delete extra columns, we delete the header, and we add row labels. Sound familiar? Is there a workaround?
Consider the Advanced Excel Options in QuickBooks. In this article I’ll show you how to save time from tedious and repetitive tasks with just a few simple clicks. (These instructions are for QuickBooks Desktop versions—Enterprise, Premier, and Pro.)
Start by running a report in QuickBooks that you want to export to Excel. Click Excel and select Create New Worksheet.
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