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I am looking to create a dashboard within Excel that shows the following information:
Sales Order Customer Name
Sales Order Number
Sales Order Due Date
I have created a custom report and saved the settings. I am able to export this report into Excel as needed. My problem is manipulating the data once it is in Excel. I would like to create a new sheet within the exported Excel sheet with the below output:
I have this set up as another sheet in the saved workbook exported from Quickbooks. When I manipulate the data into my new sheet, it transfers. (I am using the advanced filter option to do this.) However, it will not update as the source sheet updates from Quickbooks. Any ideas as to why and how to work around this?
Perhaps a better question - what plug in or macro can you suggest to get this data out of Quickbooks? I am ultimately trying to make a dashboard for my team - it just needs to show them what jobs are due the next three weeks in the format listed above. All help, suggestions, and prayers to the Intuit gods are appreciated.
Hello there, @NET2019.
Allow me to share some information about the report you'd like to be imported back to QuickBooks Desktop.
Importing merged cells to QuickBooks is unavailable. This is the reason why it transfers after modifying it. I'd recommend checking with the integrated applications that have this feature. I'll show you where you can check it out.
- Log in to this link: https://desktop.apps.com/home.
- Enter descriptive terms about reports in the Search box.
- Check the overview by clicking the app.
- You can compare a maximum of four apps to see their price and feature by clicking the Compare button beside the apps. This is how it looks like:
I've added this article to know more about how you can manage Excel files in the future: Import or export MS Excel files.
I'll be here if you have other questions. Please let me know in the comment section. Take care.
Hello, NET2019.
Thanks for clarifying your concern. Whatever changes made before exporting the data will reflect when you export them from QuickBooks Desktop.
If it's not the case, I recommend downloading the QuickBooks Tool Hub. This tool is designed to automatically diagnose and fix common issues within the software.
Below are the instructions on how to do it:
- Close QuickBooks.
- Download the most recent version (1.4.0.0) of the QuickBooks Tool Hub. Save the file somewhere you can easily find it.
- Open the file you downloaded (QuickBooksToolHub.exe).
- Follow the on-screen steps to install and agree to the terms and conditions.
- When the install finishes, double-click the icon on your Windows desktop to open the tool hub.
- Once the QuickBooks Tool Hub is open, select Program Problems.
- Select Quick Fix my Program.
- Start QuickBooks Desktop and open your data file.
To ensure the components are properly updated, please restart the computer after running the tool.
Otherwise, try using the Rebuild Data tool in QuickBooks Desktop. This tool is used to fix any possible data damage within your company file. Let me show you the steps on how to perform this below:
- From the File menu.
- Click on Utilities.
- Select Rebuild Data/ Verify Data.
In case you encounter issues when exporting the report, you can visit this article for the steps on how to fix it: Fix export to Excel issues in QuickBooks Desktop.
Please leave a comment on this thread if you need anything else. We are always around to help you some more. Take care.
