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#1
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Excel and Quickbooks
Hi all,
I'm working on setting up a speadsheet in Excel using data from Quickbooks (an accounting package). I have the speadsheets linked but every month I have to redo the links because when I export from Quickbooks into my excel spreadsheet it creates a new page in the workbook. I need to overright the information each month so it pulls the same cell information each month. Any help would be greatly appreciated. Thanks. -- Karen |
#2
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Excel and Quickbooks
Hi Karen. I do what you're every month because my Board likes to see the
budget on the spreadsheet, as well as a comparison to last year. I set up a spreadsheet exactly like the Revenue and Expense report in Quickbooks. I then download the report from Quickbooks and move the sheet to the Workbook with the spreadsheet. I then rename the Quickbooks sheet DOWNLOAD. Link the two sheets together, account-by-account for the month and year-to-date if you want that column. The next month open the workbook and save it under a new name. I use Month Year of the report. Now run the Quickbooks report for the new month and move it to the new month's Workbook. Delete the spreadsheet name DOWNLOAD and rename the new month's spreadsheet DOWNLOAD. Finally, select the linked spreadsheet and you'll notice that all the account dollars have become #REF. Go to Edit - Replace and replace #REF with DOWNLOAD. Your spreadsheet will update automatically. It sounds like a lot, but once setup you can generate your new month's spreadsheet in minutes. HTH -- Sincerely, Michael Colvin "Karen" wrote: Hi all, I'm working on setting up a speadsheet in Excel using data from Quickbooks (an accounting package). I have the speadsheets linked but every month I have to redo the links because when I export from Quickbooks into my excel spreadsheet it creates a new page in the workbook. I need to overright the information each month so it pulls the same cell information each month. Any help would be greatly appreciated. Thanks. -- Karen |
#3
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Excel and Quickbooks
Hi Karen
You can export to the same file, same worksheet if you want (at least in QB Premier 2004 edition, UK) When you have the report on screen, click the Export tab. You have the option to export CSV file, File to new Excel Workbook, or to Existing Excel Workbook. If you choose existing, you then have the option for New Sheet, or Choose existing Sheet. You can also get it to send an instruction sheet explaining Excel linking. Note. the existing file has to have been saved first, and must be closed before the export takes place. I think I would be inclined to copy the data from the existing sheet first, then Paste Specialvalues to another sheet in the Workbook, and name the tab the Month in question. -- Regards Roger Govier "Karen" wrote in message ... Hi all, I'm working on setting up a speadsheet in Excel using data from Quickbooks (an accounting package). I have the speadsheets linked but every month I have to redo the links because when I export from Quickbooks into my excel spreadsheet it creates a new page in the workbook. I need to overright the information each month so it pulls the same cell information each month. Any help would be greatly appreciated. Thanks. -- Karen |
#4
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Excel and Quickbooks
Thank you I will give this a try.
-- Karen "Michael" wrote: Hi Karen. I do what you're every month because my Board likes to see the budget on the spreadsheet, as well as a comparison to last year. I set up a spreadsheet exactly like the Revenue and Expense report in Quickbooks. I then download the report from Quickbooks and move the sheet to the Workbook with the spreadsheet. I then rename the Quickbooks sheet DOWNLOAD. Link the two sheets together, account-by-account for the month and year-to-date if you want that column. The next month open the workbook and save it under a new name. I use Month Year of the report. Now run the Quickbooks report for the new month and move it to the new month's Workbook. Delete the spreadsheet name DOWNLOAD and rename the new month's spreadsheet DOWNLOAD. Finally, select the linked spreadsheet and you'll notice that all the account dollars have become #REF. Go to Edit - Replace and replace #REF with DOWNLOAD. Your spreadsheet will update automatically. It sounds like a lot, but once setup you can generate your new month's spreadsheet in minutes. HTH -- Sincerely, Michael Colvin "Karen" wrote: Hi all, I'm working on setting up a speadsheet in Excel using data from Quickbooks (an accounting package). I have the speadsheets linked but every month I have to redo the links because when I export from Quickbooks into my excel spreadsheet it creates a new page in the workbook. I need to overright the information each month so it pulls the same cell information each month. Any help would be greatly appreciated. Thanks. -- Karen |
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