Export QuickBooks to Excel: Smart Tips

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Uploaded by on Nov 23, 2009

QuickBooks can produce a lot of great reports, but sometimes you need to crunch the numbers in Excel to really understand what's going on in a business.

Luckily, QuickBooks makes it easy to export data to Excel in just a few clicks. The problem is that sometimes you have to do a lot of clean up in Excel before you can work with the numbers.

In this video, the author shows you the techniques he uses to get your data out of QuickBooks and into Excel with greater speed and accuracy.

This training video is intended for people who do financial analysis of QuickBooks data for a small business bookkeepers, controllers, and entrepreneurs/business owners who do hands-on financial analysis.

The video uses QuickBooks Accountants' Edition 2009 and Microsoft Office Excel 2007.

Basic knowledge of both QuickBooks and Excel is assumed.

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Copyright 2009 David Stern CFO

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Education

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  • is it possible to export a single customer file?

  • That was fantastic! I can't wait to get my hands on your other videos! Thank you so much!

  • Very beneficial! I would love to see a video on Reconciling and how to fix it if the balance is not zero. Thanks.

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