Create EPIC pivot tables from Quickbooks Data

  Рет қаралды 13,851

Clara CFO Group

Clara CFO Group

Күн бұрын

Пікірлер: 15
@joelnelson1682
@joelnelson1682 2 жыл бұрын
Fantastic Hannah! Thank you for the date tip! I learned a ton from this one!
@ClaraCFO
@ClaraCFO 2 жыл бұрын
Yay! It took me a while to realize that tidbit about the date, so I am happy it helped you too!
@jgtv6269
@jgtv6269 2 жыл бұрын
Love this series thank u for your time!! Much appreciated, hoping to learn more accounting related tasks.
@ClaraCFO
@ClaraCFO 2 жыл бұрын
Great! Thanks for watching! We've got a lot more videos on accounting coming your way!
@cheufdphil2487
@cheufdphil2487 Жыл бұрын
Thank you for your work! Your tutorial nicely complements my accounting undergraduate program! :)
@ClaraCFO
@ClaraCFO Жыл бұрын
Great to hear!
@user-mq6xn4sh2j
@user-mq6xn4sh2j 7 ай бұрын
Thank you for this Clara
@jorgefraga5045
@jorgefraga5045 Жыл бұрын
Fantastic !.... Excel tricks ..... like I would like a video on Macros.
@gellerpricebookvideos4159
@gellerpricebookvideos4159 2 жыл бұрын
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
@ClaraCFO
@ClaraCFO 2 жыл бұрын
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!
@joeklemke3227
@joeklemke3227 2 жыл бұрын
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.
@ClaraCFO
@ClaraCFO 2 жыл бұрын
Awesome! I like mm/dd/yy format in general, but that's great to know for the future!
@dirtydan6098
@dirtydan6098 Жыл бұрын
Dang, rip. I was hoping to create a pivot table of the whole general ledger. Then you deleted the account name
@AgustinDelfin-fb5fs
@AgustinDelfin-fb5fs 8 ай бұрын
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
@dirtydan6098
@dirtydan6098 8 ай бұрын
@@AgustinDelfin-fb5fs I have not :(
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