Most accountants are often known to export reports from QuickBooks to Excel as an approach to further analyze their work. But the problem has been that mistakes are been made in the cause of making the same changes to exported worksheets in Excel. The necessary steps on how to derive QuickBooks data connectivity with Excel have been packaged on this site for you.
Specifically, there are other means where you want to set up an excel file in order to import data into QuickBooks. Practically this can be done by creating an excel file by using mapping to create a template to use. Irrespective of this, you will find out that you still need to learn more about how you can be able to derive QuickBooks data connectivity with Excel.
QuickBooks does take care of customer and inventory data, but there will be a case where you may want to move this data to Access to check for further analysis. Access can perform more sophisticated queries than QuickBooks, and its reports allow you more flexibility. Importing data can also link the data to an existing database. Access does not import QuickBooks data directly, but you can transfer your data by using Microsoft Excel as an intermediary.
Steps on How to Derive QuickBooks Data Connectivity With Excel
Follow the steps below and know the process to follow that will guide you export and import data:
Export QuickBooks To MS Excel
Follow the steps below for your QuickBooks export:
- The first thing to do is to open the QuickBooks Customer list in which you want to the Access.
- Then click on the “MS Excel” tab in the Customer Center. After which you’ll have to open the “Dialog box.”
- You will see an options button written: “Create new worksheet.”
- Then go to the “New Workbook” and then click on “Export.”
- Then move your cursor to the location you want it to be saved on your PC and then click “Save.”
Import QuickBooks From MS Excel
As we have seen the directive on how to export, now we are going to move over to the procedure on how to import:
- The first step to take is to open your “Access database.”
- Then go to the “External Data” which is located in the Access ribbon, and then click on it.
- From the Import and Link group, click on “Excel.” The opening of the Excel enables you to open the “Get External Data-Excel Spreadsheet.”
- Then click on “Browse.” In order to select the Excel which you have created.
- The next step is for you to click “OK” in order to open the “Import Spreadsheet Wizard.”
- Then select “Sheet1” and click “Next”
- You will see a box that is written “First Row Contains Column Headings,” check on it and click “Next.”
- You then have a name of your choice for the Access table in the box that is written “Linked Table Name,” after which you’ll then click “Finish”
You see how quick it can be, with quite an easy understanding.
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