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link quickbooks and excel

Posted on 2010-08-24
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Last Modified: 2012-05-10
How can i link quickbooks and excel, from the p&l report i generate a different report in excel(different format), if i export it and reference this page with my formatted page, i have to update the links because some accounts may or may not appear the following month, so in the exported sheet could shift rows up and down.

How can i fix this?

please advise
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Question by:titorober23
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John Hurst earned 125 total points
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There are two approaches you could use.

(1) You can do it yourself. Use the trial balance as your export document, and then in a different sheet in the same workbook, use equations to pull over the P&L data you need. You can deal with missing accounts this way.
(2) There are third party tools that can help with this. Take a look at the Intuit Marketplace:
http://marketplace.intuit.com/Default.aspx

... Thinkpads_User
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by:John Hurst
John Hurst earned 125 total points
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Another (third) thing you can do is to look in your P&L Report (run one) in Modify Report. In the Display Tab, click on Advanced (bottom right). Under Display Rows, click All. This will show you a complete report with zeros that is constant for Excel. I tend not to use this feature, but it may do just fine for you. ... Thinkpads_User
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by:John Hurst
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Thank you. I was pleased to assist you. ... Thinkpads_User
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