How do I import from Quickbooks and create a link.
 

I ned to import financial statements from Quickbooks. Because acxcount
balances may change as a result of journal entries I need ti create a link so
that the change is effected in Excel too. How do I do it?

"weclean" wrote in message
...
I ned to import financial statements from Quickbooks. Because acxcount
balances may change as a result of journal entries I need ti create a link
so
that the change is effected in Excel too. How do I do it?

Excel can open files in many different formats like txt, csv, xml. You need
to figure out what formats you can get when pulling data from QB.

/Fredrik

In Quickbooks you can create reports, which in turn can be exported to
Excel. My company has created a Master Excel workbook that links to all the
exported Quickbook excel reports.

I hope this helps a little.
Ruan


"weclean" wrote in message
...
I ned to import financial statements from Quickbooks. Because acxcount
balances may change as a result of journal entries I need ti create a link
so
that the change is effected in Excel too. How do I do it?

Ruan,
I' fine with exporting the data. Thew problem I'm having is when the data
changes such as a journal entry after I first exported. After theentry the
accounts have different balances but haw do I get that change to flow to the
excel workbook/worksheet?
HELP please!

"Ruan" wrote:

In Quickbooks you can create reports, which in turn can be exported to
Excel. My company has created a Master Excel workbook that links to all the
exported Quickbook excel reports.

I hope this helps a little.
Ruan


"weclean" wrote in message
...
I ned to import financial statements from Quickbooks. Because acxcount
balances may change as a result of journal entries I need ti create a link
so
that the change is effected in Excel too. How do I do it?

Fredrik,
Actuall I'm exporting standard P&L and B/S from Quickbooks to Excel so the
format is ok. My issue is to update excel when the data changes from such
activity as an adjusting journal entry I think ther's a "hyperlink" command
that needs to be used at some point.
If you know the answer please help.

"Fredrik Wahlgren" wrote:


"weclean" wrote in message
...
I ned to import financial statements from Quickbooks. Because acxcount
balances may change as a result of journal entries I need ti create a link
so
that the change is effected in Excel too. How do I do it?

Excel can open files in many different formats like txt, csv, xml. You need
to figure out what formats you can get when pulling data from QB.

/Fredrik

"weclean" wrote in message
...
Fredrik,
Actuall I'm exporting standard P&L and B/S from Quickbooks to Excel so the
format is ok. My issue is to update excel when the data changes from such
activity as an adjusting journal entry I think ther's a "hyperlink"
command
that needs to be used at some point.
If you know the answer please help.


I see. I understand you mean that the import is OK but you now want to be
able to update the Quickbook database from Excel. I think you should consult
your Quickbooks manual to find out how to do so. As far as i can see, it's
no longer an Excel issue.

/Fredrik

Fredrik Wahlgren wrote:
"weclean" wrote in message
...

Fredrik,
Actuall I'm exporting standard P&L and B/S from Quickbooks to Excel so the
format is ok. My issue is to update excel when the data changes from such
activity as an adjusting journal entry I think ther's a "hyperlink"

command

that needs to be used at some point.
If you know the answer please help.



I see. I understand you mean that the import is OK but you now want to be
able to update the Quickbook database from Excel.

No; he means he wants to update the Excel "database" from QuickBooks.

Alan Beban


I think you should consult
your Quickbooks manual to find out how to do so. As far as i can see, it's
no longer an Excel issue.

/Fredrik

"Alan Beban" wrote in message
...
Fredrik Wahlgren wrote:
"weclean" wrote in message
...

Fredrik,
Actuall I'm exporting standard P&L and B/S from Quickbooks to Excel so
the
format is ok. My issue is to update excel when the data changes from
such
activity as an adjusting journal entry I think ther's a "hyperlink"

command

that needs to be used at some point.
If you know the answer please help.



I see. I understand you mean that the import is OK but you now want to
be
able to update the Quickbook database from Excel.

No; he means he wants to update the Excel "database" from QuickBooks.

Alan Beban



Right. I didn't read this properly. The proble is that if the data comesinto
Excel from a csv file, there's no connection of any kind betseen the data
in an Excel cell and a value in the Quickbook's database. Uou need some kind
of DDE link or RTD component that maintains the connection. Ask those who
made QB.

/Fredrik