From the course: QuickBooks and Excel: Importing and Exporting Transactions
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Downloading transactions from QuickBooks
From the course: QuickBooks and Excel: Importing and Exporting Transactions
Downloading transactions from QuickBooks
- [Instructor] It's very common for business people to record all of their transactions in QuickBooks, but how can we take these transactions and pull them into Excel easily? Let's take a look. So I'm in the QuickBooks dashboard, and as you can see, we've set up our sample company, ABC Corp, and we have very little information in here because again, it's a sample company, but we have added some bank accounts and a little bit of sales data, things like that. So if we wanted to pull any of this information out and turn around and export it into Excel, perhaps for some sort of analysis or something similar, how could we do that? Well, we just go up here to the gear icon, and click Export Data. And then we can come through and pick which particular areas we're interested in exporting, so General Ledger, Profit and Loss, et cetera. I'm going to go ahead and export everything just for the heck of it, and it says done.…
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Contents
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Using the QuickBooks interface2m 8s
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Downloading transactions from QuickBooks1m 35s
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Uploading Excel data to QuickBooks4m 24s
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Limits on Excel data in QuickBooks3m 49s
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Income statements in QuickBooks3m 37s
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Inventory in QuickBooks3m 27s
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Balance sheets in QuickBooks1m 58s
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Cash flow statements in QuickBooks2m 45s
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Going from text files to QuickBooks3m 12s
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