Instructions for Exporting QuickBooks data

Where did my worksheet go?

When you export data to a new workbook, your new worksheet containing exported data goes to Sheet 1. When
the new worksheet is placed in front of the last active sheet where it will be named "SheetX" using the next availa

How do I make sure this tips sheet isn't exported with the QuickBooks report in the final workbook?
Before exporting, on the Export Report Basic tab, deselect the option to include the instruction worksheet.

How can I customize and update my worksheet?

You can set up Excel links between 2 or more worksheets. (See Microsoft Excel Help for details about linking in Ex
feature to setup links between a QuickBooks summary report and your customized sheet.
>> Choose one sheet as your source worksheet into which you'll export QuickBooks data. Then create a
customize your data and link the data between that sheet and the source worksheet.
>> Export your source data to an existing worksheet and overwrite the current data so that the new da
>> Create Excel links between a QuickBooks data worksheet and another worksheet in the workbook.

Troubleshooting: Why don't my links work correctly after exporting data?

Be aware that any difference in the structure of the current report from the report that you used when setting up
in the links between worksheets. If you are seeing wrong data in your customized worksheet, then you may have:
>> Moved or deleted elements, or changed the structure of the report in some way? For example:
You might have moved or deleted items from item list which gets used in a report like Inve
You might have moved or deleted accounts from accounts list which gets used in a report l
>> You are using a report related to accounts and have account(s) with no activity associated and did n
TIP: Choose display All rows (available for most of the reports), Select Modify report->Disp
>> Deleted exported data sheet which serves as data source.

orted data goes to Sheet 1. When you export to an existing workbook,

med "SheetX" using the next available number in the series.

the instruction worksheet.

Help for details about linking in Excel.) You can use this

rt QuickBooks data. Then create another worksheet where you can

urce worksheet.
he current data so that the new data is used by any Excel links and formulas.
ther worksheet in the workbook.

ort that you used when setting up links, can cause mismatch
d worksheet, then you may have:
t in some way? For example:
hich gets used in a report like Inventory Valuation report.
ts list which gets used in a report like Profit and Loss standard report.
th no activity associated and did not choose to display "All rows".
ports), Select Modify report->Display->Advanced->Display Rows->All rows

Bubbles Company
Sales by Item Summary
September 15 - 30, 2013

Accrual Basis

Sep 15 - 30, 13
Qty

Amount

% of Sales

Avg Price

COGS

Avg COGS

Gross Margin

Gross Margin %

Inventory
Best-Cola

478.00

71,700.00

16.46%

150.00

34,416.00

72.00

37,284.00

52.0%

Best-Orange

367.00

47,710.00

10.95%

130.00

26,424.00

72.00

21,286.00

44.62%

Best-Pineapple

153.00

19,890.00

4.57%

130.00

11,016.00

72.00

8,874.00

44.62%

Chipsy

560.00

25,200.00

5.78%

45.00

11,200.00

20.00

14,000.00

55.56%

Choco Bread

818.00

20,450.00

4.69%

25.00

16,360.00

20.00

4,090.00

20.0%

Closedown 100g

54.00

48,600.00

11.15%

900.00

32,400.00

600.00

16,200.00

33.33%

Closedown 200g

51.00

40,800.00

9.36%

800.00

30,600.00

600.00

10,200.00

25.0%

Cupkick

760.00

34,200.00

7.85%

45.00

15,200.00

20.00

19,000.00

55.56%

Pink Bull

106.00

19,080.00

4.38%

180.00

11,660.00

110.00

7,420.00

38.89%

Pink Bull- Mint

48.00

8,640.00

1.98%

180.00

5,280.00

110.00

3,360.00

38.89%

Protect Bar Soap

32.00

57,600.00

13.22%

1,800.00

38,400.00

1,200.00

19,200.00

33.33%

Protect Shampoo

24.00

36,000.00

8.26%

1,500.00

24,000.00

1,000.00

12,000.00

33.33%

492.00

17,220.00

3.95%

35.00

9,840.00

20.00

7,380.00

42.86%

447,090.00

102.61%

180,294.00

40.33%

Discount CB

-1,750.00

-0.4%

Discount Chipsy

-6,975.00

-1.6%

SodaBiz
Total Inventory

266,796.00

Discounts

Discount SB
Total Discounts

TOTAL

-2,625.00

-0.6%

-11,350.00

-2.61%

435,740.00

100.0%

Page 3 of 4

Sep 15 - 30, 13
Qty

Amount

% of Sales

Avg Price

MAQUILING, GIZA KEM D.

COGS

Avg COGS

Gross Margin

Gross Margin %

BE310-5:30-7:30PM

Page 4 of 4