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QuickBooks & Excel

Discussion in 'General Software' started by rjssigns, Oct 8, 2019.

  1. rjssigns

    rjssigns Major Contributor

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    Hoping someone can help. We have latest version of Quickbooks. Exporting to Excel works, but then the problems start. Some things are locked out or put in odd places. We want to use Excel to generate ordering summaries such as last time an item was purchased, quantities, unit cost etc...
    As it stands now the exported data is unusable. No clue what's why the data stream is messed up.
     
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  2. WildWestDesigns

    WildWestDesigns Major Contributor

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    It's been a long time since I've used quickbooks (even longer since Excel), but when you are exporting are you doing the direct to Excel or are you doing the info as a CSV and then bringing that into Excel?

    If the former, I would try the later as that is the more generic form. I've always used CSV when bringing in things like this.
     
  3. rjssigns

    rjssigns Major Contributor

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    Wife did direct export from QuickBooks. I will have her try the CSV route. Thanks for the help.
     
  4. ColorCrest

    ColorCrest Active Member

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    Can you not just ask QuickBooks to generate a report of the same?
     
    • Agree Agree x 1
  5. WhiskeyDreamer

    WhiskeyDreamer Professional Snow Ninja

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    This may sound like a stupid question, but you're actually using Excel, right? Not OpenOffice or LibreOffice. Because that could cause the data to come in wrong, too.
     
  6. WildWestDesigns

    WildWestDesigns Major Contributor

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    One of the benefits of sending as an CSV file versus direct exporting.
     
    • Agree Agree x 1
  7. rjssigns

    rjssigns Major Contributor

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    No luck doing that. Wife worked on it for hours yesterday.

    To answer WhiskeyDreamers question: Latest version of Excel.
     
  8. ColorCrest

    ColorCrest Active Member

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    Understand the basics. You are looking for discrete column headers (such as Purchase Date) in QuickBooks to match the same in Excel. If you see these in QB as an item option in any export dialog, then you should have no problem. If you don't see the option, then QB has the functionality disabled.

    Although you've said you are using the latest version of QB, there are different levels of QB with different capabilities.
     
  9. rjssigns

    rjssigns Major Contributor

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    Disabled function, interesting. I will relay the information. Thank you.
     
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