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excel quickbooks template options for Scott's addins in excel

Advance Your Financial Reporting with These 5 Excel QuickBooks Templates

Education, QuickBooks / By / 7 minutes of reading

If there’s one thing every accountant and accounting firm quickly realizes when serving their clients, it’s the indispensable role of efficient financial reporting.  When it comes to doing management accounting, a client asks for last month’s report–today–precision and time efficiency are crucial in managing your clients’ books.  In this article, we will explore the top …

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How to Automatically Import Quickbooks Data Into Excel

How to Automatically Import Quickbooks Data Into Excel

Education, QuickBooks / By / 9 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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Best App That Connects Xero With Excel

Finding The Best App That Connects Xero With Excel

Education, 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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image showing a quickbooks export to excel via Scott's Add-ins

How to Automate a QuickBooks Export to Excel

Education, QuickBooks / By / 5 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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How to Connect Excel to Xero and Enhance Your Accounting Data Workflow

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

Education, 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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GLMULTI Power Tips

Functions, Product Tips / By / 1 minute of reading

The following Power Tip comes to us from Scott’s Add-in user and Excel guru, David Clements. David provides insights on how to leverage the =SCOTT.GLMULTI function and Excel.  Thank you, David! The new =SCOTT.GLMULTI function allows multiple account inputs. While this method of selecting individual cells or ranges may be appealing to some, it is …

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New Function GLMULTI

Functions, Product Tips / By / 1 minute of reading

We have added a new function =SCOTT.GLMULTI . This powerful new function allows the user to specify non-consecutive GL accounts. The user can also specify a range in the formula. The syntax is: =SCOTT.GLMULTI (OrgID, StartDate, EndDate, [Accounts], [Accounts],…..) Here is an example: =SCOTT.GLMULTI (A1, A2, A3, B5, B8, B10:B15, B20) Where: A1 = Scotts …

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