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Stone Edge Granite Countertops LLC

This document contains instructions for exporting QuickBooks data and customizing worksheets in Excel. It explains that the exported data will be placed on a new worksheet named "Sheet1" and how to prevent the instructions sheet from being exported. It also describes how to set up links between worksheets to update customized sheets when exporting new QuickBooks data and troubleshoots issues with links not working properly after exporting.

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Brian Alfaro
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© Attribution Non-Commercial (BY-NC)
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Download as XLSX, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
62 views

Stone Edge Granite Countertops LLC

This document contains instructions for exporting QuickBooks data and customizing worksheets in Excel. It explains that the exported data will be placed on a new worksheet named "Sheet1" and how to prevent the instructions sheet from being exported. It also describes how to set up links between worksheets to update customized sheets when exporting new QuickBooks data and troubleshoots issues with links not working properly after exporting.

Uploaded by

Brian Alfaro
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
You are on page 1/ 4

3:25 PM Stone Edge Granite Countertops Llc.

12/30/10 Invoices for All Customers


Accrual Basis January through December 2010
Instructions for Exporting QuickBooks data

Where did my worksheet go?


When you export data to a new workbook, your new worksheet containing exported data go
the new worksheet is placed in front of the last active sheet where it will be named "SheetX

How do I make sure this tips sheet isn't exported with the QuickBooks report in the final w
Before exporting, on the Export Report Basic tab, deselect the option to include the instruct

How can I customize and update my worksheet?


You can set up Excel links between 2 or more worksheets. (See Microsoft Excel Help for det
feature to setup links between a QuickBooks summary report and your customized sheet.
>> Choose one sheet as your source worksheet into which you'll export QuickBoo
customize your data and link the data between that sheet and the source workshe
>> Export your source data to an existing worksheet and overwrite the current da
>> Create Excel links between a QuickBooks data worksheet and another worksh

Troubleshooting: Why don't my links work correctly after exporting data?


Be aware that any difference in the structure of the current report from the report that you
in the links between worksheets. If you are seeing wrong data in your customized workshee
>> Moved or deleted elements, or changed the structure of the report in some w
You might have moved or deleted items from item list which gets used
You might have moved or deleted accounts from accounts list which ge
>> You are using a report related to accounts and have account(s) with no activit
TIP: Choose display All rows (available for most of the reports), Select M
>> Deleted exported data sheet which serves as data source.

Page 1 of 4
3:25 PM Stone Edge Granite Countertops Llc.
12/30/10 Invoices for All Customers
Accrual Basis January through December 2010
QuickBooks data

ing exported data goes to Sheet 1. When you export to an existing workbook,
ill be named "SheetX" using the next available number in the series.

eport in the final workbook?


o include the instruction worksheet.

oft Excel Help for details about linking in Excel.) You can use this
customized sheet.
ou'll export QuickBooks data. Then create another worksheet where you can
d the source worksheet.
erwrite the current data so that the new data is used by any Excel links and formulas.
and another worksheet in the workbook.

m the report that you used when setting up links, can cause mismatch
customized worksheet, then you may have:
the report in some way? For example:
list which gets used in a report like Inventory Valuation report.
ccounts list which gets used in a report like Profit and Loss standard report.
unt(s) with no activity associated and did not choose to display "All rows".
he reports), Select Modify report->Display->Advanced->Display Rows->All rows

Page 2 of 4
3:25 PM Stone Edge Granite Countertops Llc.
12/30/10 Invoices for All Customers
Accrual Basis January through December 2010

Customer Num Date Due Date Aging Amount


Jan - Dec 10
anderson 4 06/03/2010 06/03/2010 1,456.00
cabinet maker Ben Lomond Woodworking 9 06/14/2010 06/14/2010 200 2,928.00
Bingham's 34 08/10/2010 08/10/2010 200.84
BRETT 22 01/05/2010 06/24/2010 2,735.00
Bryan Colemere 8 06/14/2010 06/14/2010 3,600.00
Charly 24 02/19/2010 02/19/2010 5,960.00
woodbury fine woodworking Cindy Cunningham 3 06/03/2010 06/03/2010 1,400.00
woodbury fine woodworking Cindy Cunningham 13 05/05/2010 06/21/2010 6,200.00
woodbury fine woodworking Craig and Cindee Holmes 40 11/05/2010 11/05/2010 2,573.00
Darger 28 05/24/2010 05/24/2010 800.00
Denise Jones 41 12/01/2010 12/01/2010 4,345.85
general contractor Desert Valley Construction 37 09/01/2010 09/06/2010 2,266.00
Donna Ashe 7 05/06/2010 06/09/2010 3,174.00
Eilene Christensen 1 06/02/2010 06/02/2010 3,800.00
General contractor Elite Stone Concepts 26 01/18/2010 01/18/2010 512.00
Home Builder Harrop homes lot 118 17 03/25/2010 03/25/2010 2,346.00
home Builder Harrop Homes lot 14 19 02/08/2010 02/08/2010 3,335.34
Jeff & Kaye Cazier 12 06/21/2010 06/21/2010 2,208.80
John Chavalier 35 08/17/2010 08/18/2010 7,090.00
Joyce 27 02/01/2010 02/01/2010 1,476.00
Kent $ Lynn Schofield 16 03/18/2010 03/18/2010 2,018.00
Kent & Lori Law 23 04/03/2010 04/03/2010 2,930.00
Kerry Puesy 20 01/28/2010 06/24/2010 2,324.60
woodbury fine woodworking Kristen Bell 25 02/16/2010 02/16/2010 2,900.98
Miconi Tile 29 01/20/2010 01/20/2010 80.00
Miconi Tile 32 07/29/2010 07/29/2010 350.00
Mike & Debbie Burrows 5 05/09/2010 05/09/2010 2,400.00
Ben Lomond woodworks Mike & Debbie Veneble 33 07/30/2010 07/30/2010 2,250.00
Randy Aadland 6 05/09/2010 05/09/2010 3,800.00
investor Taloland 31 07/19/2010 07/19/2010 3,600.00
investor Taloland 38 09/20/2010 09/20/2010 3,600.00
investor Taloland 39 09/20/2010 09/20/2010 1,800.00
investor Taloland 42 12/20/2010 12/20/2010 11 1,800.00
Ben Lomond woodworks Alliance credit Union 52 12/072010 12/30/2010 4,590.00
Tyson Law 11 06/21/2010 06/21/2010 1,950.00
Jan - Dec 10 94,800.41

Page 3 of 4
3:25 PM Stone Edge Granite Countertops Llc.
12/30/10 Invoices for All Customers
Accrual Basis January through December 2010

Open Balance
Jan - Dec 10

cabinet maker 2,928.00

woodbury fine woodworking


woodbury fine woodworking
woodbury fine woodworking

general contractor

General contractor
Home Builder
home Builder

woodbury fine woodworking

Ben Lomond woodworks

investor
investor
investor
investor 900.00
Ben Lomond woodworks 2,140.00

Jan - Dec 10 5,968.00

Page 4 of 4

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