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MaggieWimberly
June 4, 2021
Solved

Excel Options in Export Options

  • June 4, 2021
  • 2 replies
  • 5 views

What is the meaning of "Create backup worksheet during update" mean under Excel Options in Advanced Excel Options in the Send Report to Excel window?

 

If I turn if off, will my book numbers only go up by one, instead of by two?  :)

 

Thank you,

 

Maggie

Best answer by AbegailS_

Hello there, MaggieWimberly.

 

I'm here to help you answer your questions about exporting your file.

 

Create a backup worksheet during an update means that while QuickBooks is updating your existing file, Excel is creating another file as a backup copy as well.

 

It's important that you create backups of your QuickBooks data so that you'll always have access to your business's most current, usable, error-free financial files and information.

 

If you will turn it off, it won't still affect your book numbers since it will t will only update the existing file.

 

You can check out this article for more information about the compatibility of QuickBooks Desktop: QuickBooks Desktop crashes when exporting a report to Excel worksheet.

 

For your future reference, we have some articles that can help you organize your QuickBooks account: Help articles. You can click on each topic to view them.

 

Please touch base with us if you need further assistance exporting your file . I'll always be right here to help you anytime.

2 replies

A
AbegailS_Answer
Level 6
June 5, 2021

Hello there, MaggieWimberly.

 

I'm here to help you answer your questions about exporting your file.

 

Create a backup worksheet during an update means that while QuickBooks is updating your existing file, Excel is creating another file as a backup copy as well.

 

It's important that you create backups of your QuickBooks data so that you'll always have access to your business's most current, usable, error-free financial files and information.

 

If you will turn it off, it won't still affect your book numbers since it will t will only update the existing file.

 

You can check out this article for more information about the compatibility of QuickBooks Desktop: QuickBooks Desktop crashes when exporting a report to Excel worksheet.

 

For your future reference, we have some articles that can help you organize your QuickBooks account: Help articles. You can click on each topic to view them.

 

Please touch base with us if you need further assistance exporting your file . I'll always be right here to help you anytime.

S
SR0999
May 3, 2022

We would like your opinion in hopes to find a perfect solution (if it does exist actually) please?
For your information, we are a subcontracting company in the institutional and commercial flooring business. We have about 65 employees. 5 project managers who are leading our installation teams.
To simplify the process, here are the top requirements we hope to find to support our future needs:
1. Have to opportunity to schedule our staff (Time does that) BUT we would need some notification option so that when an employee becomes available for any reasons, the other project managers would be notified so they could benefit from adding more staff on a different site.
2. The system would also inform the project managers about the person's qualifications (or managers could also seek people among our staff by qualification, years experience and such);
3. The system would simplify our pay process so that we could simply transfer a report into our accounting system (We use Maestro) to assure all pays would be somewhat automated.
The mandatory data required would be:
* Employee related information.
* Employee number, name, first name, region, rate, weekly schedule report.
* Ideally in a scroll down menu, the employee would select:
* Project number.
* Job description.
* activity type.
* Union or non-union work.
I am aware that most of our needs are provided by the system but among all we need a powerful tool that will help us share our staff among our team plus all the benefits that Time (Tsheets) already provides.
Your help would be greatly appreciated please.
Thank you,

RenjolynC
RenjolynC
Level 9
May 3, 2022

Thanks for chiming in on this thread, SR0999.

 

Let me share some overview about the features we offer.

 

QuickBooks Time offers an Employee job scheduling feature. This helps you set alerts to notify your teams of upcoming jobs and shifts, have the ability to specify job codes, then update job information in real time.

 

To learn more about these benefits, you can check out these articles:

 

In addition, you can search for a third-party application that includes the requirements you're looking for. 

 

Here's how:

 

  1. Go to this link: Apps for QuickBooks Desktop.
  2. Type a keyword in the search field and click the app's name to see the features.
  3. Click the Learn more button for more details.

Please let me know if you require any additional questions about the details above or need assistance with other task in your account. We'll be around to help you out some more. Have a good day ahead.

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