Setting Up a Llc Account
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Setting Up a Llc Account document sample
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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
10:36 AM Conway Township
06/16/09
Check Detail
May 27 through June 30, 2009
Num Date Name Account Amount
June 2009 Disbursements
7240 05/27/2009 Economic Development Council Chase 1,000.00
7241 06/09/2009 Citizens Bank Chase 70,000.00
7242 06/16/2009 Cindy M Dickerson Chase 1,216.67
7243 06/16/2009 Eric N West Chase 115.43
7244 06/16/2009 Kathleen Ruttman Chase 450.66
7245 06/16/2009 Kathy DeMarais Chase 1,200.55
7246 06/16/2009 Lawrence R Parsons Chase 115.43
7247 06/16/2009 Michael B Rife Chase 983.34
7248 06/16/2009 Alchin's Disposal, Inc. Chase 85.27
7249 06/16/2009 CMC Telecom Chase 182.85
7250 06/16/2009 Cooper & Riesterer, PLC Chase 627.00
7251 06/16/2009 DTE Energy Chase 167.17
7252 06/16/2009 Fowlerville True Value Hardware Chase 47.99
7253 06/16/2009 FreedomNet Solutions Chase 44.95
7254 06/16/2009 H & H Publication Chase 95.00
7255 06/16/2009 IT Services of Michigan, LLC Chase 74.97
7256 06/16/2009 Livingston County Municipal Clerks Associ Chase 20.00
7257 06/16/2009 Michigan Chloride Sales, LLC Chase 21,014.14
7258 06/16/2009 Office Express Chase 56.77
7259 06/16/2009 River Town Enterprises, LLC Chase 49.00
7260 06/16/2009 Shred-it Chase 63.00
7261 06/16/2009 Chase Bank Chase 757.64
7262 06/16/2009 Wolverine State Chase 2,100.00
Total 100,467.83
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