Tag: Excel
The Report is Dead
Not only is the traditional report, as we know it, dead, but so are a lot of other tools that many people of my generation have known and used to become informed or use to run their business and life. Not only has technology changed, but the attitude and inclinations of the current generation is [...]
QuickBooks and Microsoft Office 365 (Office 2013)
This is a year of change in the Microsoft world – how will the desktop version of QuickBooks be affected? I talked about QuickBooks and Windows 8 earlier this year, now lets preview how QuickBooks works Microsoft Office 365 (sometimes called Office 2013). Office 365 has been around in several test versions for awhile now, [...]
Connecting the Pieces with Transaction Pro Exporter
I’ve talked about the Transaction Pro Importer from Baystate Consulting (one of my favorite QuickBooks integrated tools), now let’s talk about exporting data from QuickBooks using the complimentary product, the Transaction Pro Exporter. I’ll also take a look at how one company uses this tool to connect the pieces.
Creatures of Habit
Creatures of habit and the comfort zone. I have consistently opined about the varied ways that business look at their data, and I find the enigma of human behavior fascinating when it comes to ‘how and why’ somebody looks at something that relates to their business. With respect to hand held devices, I have often [...]
QuickBooks 2012 R8 Released
Intuit has released the QuickBooks 2012 R8 update for the U.S. version of QuickBooks. This is another major update for the 2012 product, with a long list of changes. Please note that I have not had the opportunity to check or confirm each of the issues listed here. At the time I’m writing this the [...]
QuickBooks 2012 R5 Released
Intuit has released the QuickBooks 2012 R5 update to the U.S. versions of QuickBooks. There are quite a few changes here, ranging from minor and cosmetic issues all the way up to some major changes. There are some important changes to permissions and data access as well as some fixes for tricky issues in Enterprise price/cost [...]
QuickBooks 2012 R3 Released
Intuit has released the QuickBooks 2012 R3 update for the U.S. versions of QuickBooks. Here is an overview of what the update contains. There is an extensive list of changes, which is not unusual with the R3 release of any version of QuickBooks. Some are bug fixes, some are enhancements, and there is at least [...]
QuickBooks 2012 Excel Integration Improvements
QuickBooks has your data, you want to get it into reports that are formatted the way that YOU want. You can customize or modify QuickBooks reports, but the options are limited. How do you get things to look right? Many QuickBooks users will export to Microsoft Excel and then reformat the reports. If you are [...]
















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