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November 2023

How to Automatically Import Quickbooks Data Into Excel

How to Automatically Import Quickbooks Data Into Excel

Quickbooks, Tips / By / 8 minutes of reading

Need to import Quickbooks into Excel to create bespoke client reports? This article is for you.  For countless accountants and financial analysts, there’s often a familiar roadblock when creating bespoke client reports: the limitations and inefficiencies of traditional financial reporting tools. Picture the all-too-common scenario: hours lost in manual data entry, the frustration of rigid …

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image with the Xero and Excel platform icons with a question around what's the best app that connects Xero to Excel

Finding The Best App That Connects Xero With Excel

Xero / By / 7 minutes of reading

As an accountant, your days are already a juggle between numbers, client meetings, and reviewing Xero data to ensure your clients’ financial records are up to date.  In the midst of all this, you’ve got to send insightful financial reports to your clients–often using Excel to pull accounting data from various sources into one place.  …

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How to Automate a QuickBooks Export to Excel

Quickbooks / By / 4 minutes of reading

Accountants managing multiple clients need to migrate information seamlessly between platforms, and exporting QuickBooks data to Excel is no different.  Yet, the journey from a QuickBooks report to an insightful Excel workbook is often fraught with inefficiencies. The Conventional Approach  Traditionally, exporting reports from QuickBooks involves a manual and often tedious process. You select export …

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image of showing how to connect Excel to Xero using an add-in

How to Connect Excel to Xero and Enhance Your Accounting Data Workflow

Xero / By / 5 minutes of reading

As an accountant, your days are filled with numbers, client meetings, and, let’s face it, significant data management tasks.  Your ability to deliver precise and timely financial reports is not just a service but the core value you offer.  This makes the connection between Microsoft Excel and Xero more than just a convenience–it’s a crucial …

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