Nov 17, 2022 · Go to Business overview, then select Reports, or go to Reports. Locate and open Profit and Loss. Click Customize. In the Filter section, click the drop-down arrow beside the Distribution Account. Place a checkmark on the accounts you want to select. Click on Run report.

Oct 25, 2016 · To filter a report in QuickBooks Desktop 2012 or above; First, pull the base report you want to use, then on the top-left of the report, click on Customize Report window: Then click the Filters tab. On the Filter list, select whichever filter(s) you want to use.

Jun 29, 2024 · Overview of how Excel interacts with the QQube Excel Add-In to create QuickBooks Desktop reports, dynamic ranges, pivot tables, graphical elements.

Follow the steps below to use Microsoft Query to import QuickBooks data into a spreadsheet and provide values to a parameterized query from cells in a spreadsheet. CData simplifies access and integration of live QuickBooks data. Our customers leverage CData connectivity to: Access both local and remote company files.

We will demonstrate how to resize and rearrange columns, apply filters, edit the header and footer, and modify fonts and numbers. We will also show you how to export a report in Excel. Now that you know how to actually go through and look at all the reports that are in here there will be a few that you will want to tweak a little bit.

Sep 24, 2024 · Four Ways to Manipulate QuickBooks Data, via Excel 365: There are four ways to manipulate the QuickBooks Table data. You really do not need anymore options. Edit Existing Data: Edit a parameter, in a record, in Microsoft Excel, and update the associated QuickBooks record. Add New Data: Add one or more new records to the QuickBooks Tables.

Apr 10, 2020 · To add a filter: In the Report window, click the Filters tab on the sidebar (also known as the customize panel), located on the right side of the report. The panel will display available filters.

QQube For QuickBooks has multi-company add-ons which allow you to create QuickBooks reports in Excel for any number of company files. Aggregate or filter. Drag and drop fields in Excel with QQube™ to easily create dynamic QuickBooks reports and …

You can use Microsoft Excel to access data from a QuickBooks Desktop database using ODBC connector. With ODBC Driver, you can import the data directly into an Excel Spreadsheet and present it as a table.

Apr 29, 2025 · Filters: The Filters option is where you can really begin to customize your report. Your choice of filters will depend on the report that you wish to customize. The Filters option also lets you choose the account(s) you wish to include in your report.