Create EPIC pivot tables from Quickbooks Data
Вставка
- Опубліковано 30 чер 2024
- It's great to have your bookkeeping done every month, but what does your data tell you? Having reliable financial data is step 1, but understanding and analyzing data is step 2 if you want results from your accounting information! Pivot tables in Excel are one of the best ways to analyze your financial data to help you make practical decisions on a daily basis.
Take any table of data and turn it into USEFUL insights for EPIC results in your business. Yes Epic...are we being dramatic? No! Because we LOVE pivot tables! When you understand your data, you can make better decisions and meaningful take action that creates immediate financial results!
Need to get QBO set up for your business? Save money & grab a 12 month discount here: claracfo.com/QBO
Find more resources for your small business HERE: learn.claracfo.com/
--------------------------------------------------------------------------------------------------------------------------------------------
💲 Need an accounting system? We use Quickbooks Online with clients and recommend it as the best accounting system for small businesses. Sign up to get a discounted subscription for 12 months! claracfo.com/QBO
🙋♀Got Employees? Need a payroll company that knows what small businesses need? We recommend Gusto as the best small business payroll provider. Sign up for $100 gift card after you run your first payroll: claracfo.com/gusto
💸Pay vendors any way they want and get paid faster! Accept credit cards without paying merchant fees! Melio is a fantastic payments solution for every small business! claracfo.com/melio
(As an affiliate or referral partner for these companies, I may earn rewards from qualifying purchases)
Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at claracfo.com/
Disclaimer: This video is intended for educational purposes and
should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.
Fantastic Hannah! Thank you for the date tip! I learned a ton from this one!
Yay! It took me a while to realize that tidbit about the date, so I am happy it helped you too!
Thank you for your work! Your tutorial nicely complements my accounting undergraduate program! :)
Great to hear!
Love this series thank u for your time!! Much appreciated, hoping to learn more accounting related tasks.
Great! Thanks for watching! We've got a lot more videos on accounting coming your way!
Thank you for this Clara
Fantastic !.... Excel tricks ..... like I would like a video on Macros.
Thanks for this, i think you are an EXCELLENT teacher and trainer. I will try this from my QB desktop
One question on excel. I have officer 365, when I double click or right click on an excel file in windows explorer, Excel opens but the file itself does not. i get a blank worksheet. i can drag the file to the blank sheet and it opens , but no other way. used to open at a click last year. Thanks ! David
Thanks! I'm glad this was helpful for you. Usually this happens to me before I click "enable edit" which shows up at the top of the page. See if that works!
Thanks for this. One note regarding dates: I think if you change QB to use the international, sortable date standard yyyy-MM-dd, then you won't have to monkey with it in Excel. The reason this is a standard is that if you use yyyy-MM-dd in folder names, filenames, spreadsheet data, etc then dates always sort correctly.
Awesome! I like mm/dd/yy format in general, but that's great to know for the future!
Dang, rip. I was hoping to create a pivot table of the whole general ledger. Then you deleted the account name
Have you find a way to do that? I have been looking a way to obtain the data in a way that a pivot table can be created with accounts and sub accounts
@@AgustinDelfin-fb5fs I have not :(