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Instructions for Exporting QuickBooks data
Where did my worksheet go?
When you export data to a new workbook, your new worksheet containing exported data goes to Sheet 1. When
the new worksheet is placed in front of the last active sheet where it will be named "SheetX" using the next availa
How do I make sure this tips sheet isn't exported with the QuickBooks report in the final workbook?
Before exporting, on the Export Report Basic tab, deselect the option to include the instruction worksheet.
How can I customize and update my worksheet?
You can set up Excel links between 2 or more worksheets. (See Microsoft Excel Help for details about linking in Ex
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 QuickBooks data. Then create a
customize your data and link the data between that sheet and the source worksheet.
>> Export your source data to an existing worksheet and overwrite the current data so that the new da
>> Create Excel links between a QuickBooks data worksheet and another worksheet in the workbook.
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 used when setting up
in the links between worksheets. If you are seeing wrong data in your customized worksheet, then you may have:
>> Moved or deleted elements, or changed the structure of the report in some way? For example:
You might have moved or deleted items from item list which gets used in a report like Inve
You might have moved or deleted accounts from accounts list which gets used in a report l
>> You are using a report related to accounts and have account(s) with no activity associated and did n
TIP: Choose display All rows (available for most of the reports), Select Modify report->Disp
>> Deleted exported data sheet which serves as data source.
orted data goes to Sheet 1. When you export to an existing workbook,
med "SheetX" using the next available number in the series.
the instruction worksheet.
Help for details about linking in Excel.) You can use this
rt QuickBooks data. Then create another worksheet where you can
urce worksheet.
he current data so that the new data is used by any Excel links and formulas.
ther worksheet in the workbook.
ort that you used when setting up links, can cause mismatch
d worksheet, then you may have:
t in some way? For example:
hich gets used in a report like Inventory Valuation report.
ts list which gets used in a report like Profit and Loss standard report.
th no activity associated and did not choose to display "All rows".
ports), Select Modify report->Display->Advanced->Display Rows->All rows
HOLLY SPRINGS FIRE RESCUE SERVICES
CASH DISBURSEMENT
NOVEMBER 2011
Num Date Name Description Paid Amount
DRAFTS and ONLINE PAYMENTS
11/4 Freeman Gas VOID: 0.00
Draft 11/1 Duke Energy Flood light (9/16 - 10/18) 16.43
Draft 11/1 Duke Energy Power (9/16 - 10/18) 495.90
Draft 11/2 BB&T Debit Card Purchases 1 & 1 Internet (quarterly website fee) 68.94
Draft 11/3 S.J.W.D Water (9/15 - 10/14/11) 34.85
Draft 11/4 ACH CORP Debit ADP October payroll processing fee 75.52
Draft 11/9 BB&T Debit Card Purchases Autozone - Light bulbs 15.87
Draft 11/9 Charter Communications Cable (10/27 - 11/26) 84.98
Draft 11/14 BB&T Debit Card Purchases Advance Auto - Oil & filter Car 10; Antifreeze & oil V-11 69.17
Draft 11/21 BB&T Debit Card Purchases Kangaroo Express - Fuel for Car 10 75.00
Draft 11/21 BB&T Service Charge 18.00
Draft 11/23 AT&T Phone& Internet service (10/25 - 11/24) 248.40
Draft 11/25 ACH CORP Debit ADP November payroll processing fee 75.52
Draft 11/25 ACH CORP Debit ADP November payroll taxes 830.40
Draft 11/25 ACH CORP Debit ADP November payroll (Direct deposit) 1,347.88
Draft 11/25 ACH CORP Debit ADP November payroll (Non direct deposit) 1,898.65
Draft 11/28 BB&T Debit Card Purchases Frigidaire - Water filter for refrigerator 42.35
Draft 11/28 BB&T Debit Card Purchases Tractor Supply - Air chuck 6" dual air 8.47
Draft 11/29 Duke Power Flood light (10/18 -11/15) 16.43
Draft 11/29 Duke Power Power (10/18 - 11/15) 417.71
CHECKS
Page 3 of 4
HOLLY SPRINGS FIRE RESCUE SERVICES
CASH DISBURSEMENT
NOVEMBER 2011
Num Date Name Description Paid Amount
2461 11/3 George Johnson Insurance Installment on Insurance Package C 1,438.00
2462 11/3 Megabytes Computer & Bookkeeping Services Accounting services (10/6 - 11/2) 116.88
2463 11/3 Pope Zeigler LLC 11,370.00
1406 Pre clearance submission of November election 97.50
1407 Personnel issues - Policy Manual (Non Jeffcoat) 4,530.00
Matter #0005 Review & Revision of all Existing Policies & By-Laws 6,427.50
1408 Notice of meetings, minutes, Executive sessions, etc 315.00
2464 11/4 Lee, Broome, Macbay & Assoc 2010 - 2011 Audit 7,000.00
2468 11/10 Freeman Gas Propane 154.6 gl 296.45
2469 11/10 Holly Springs General Store Truck wash supplies 27.53
2470 11/10 S.C. Retirement Systems October 2011 Retirement contributions 228.29
2471 11/29 Mansfield Oil Company Fuel 228.929 Gl 776.49
2472 11/29 Patton, Tony First Responder refresher 30.00
2473 11/29 S.C. Fire Academy Fire Fighter 1 (L Tate) 5.00
2474 11/29 SC Firefighters Insurance Services, LLC AHPI 1st Installemt Group Life & Accident 1,575.00
2475 11/29 Megabytes Computer & Bookkeeping Services Accounting services (11/3 - 11/29) 185.94
Total Cash Disbursements November 2011 $ 28,890.05
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