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 yo
the new worksheet is placed in front of the last active sheet where it will be named "SheetX" using the next availab

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 data
>> 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 link
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 Invent
You might have moved or deleted accounts from accounts list which gets used in a report lik
>> 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->Displa
>> Deleted exported data sheet which serves as data source.
goes to Sheet 1. When you export to an existing workbook,
tX" using the next available number in the series.

ction worksheet.

details about linking in Excel.) You can use this

Books data. Then create another worksheet where you can

data so that the new data is used by any Excel links and formulas.
rksheet in the workbook.

used when setting up links, can cause mismatch

eet, then you may have:
way? For example:
sed in a report like Inventory Valuation report.
ch gets used in a report like Profit and Loss standard report.
ivity associated and did not choose to display "All rows".
lect Modify report->Display->Advanced->Diplay row->All rows
12:22 PM Ascend
09/12/05 Customer Contact List
September 12, 2005

Life
Therapist/ Skills
Counselor Coach Balance Total Ship to Phone
MW AM 1,387.50 Hamp Anderson 8545 S. Kingston Chicago, IL 60617 773-731-4520
MW AM 1,287.50 Joshua Anderson 8545 S. Kingston Chicago, IL 60617 773-731-4520
CP 600.00 Lorenzo Antwi 7719 N. Ashland Chicago, IL 773-262-4157
GS TP 725.00 Larry Ashley 544 W. 126th PL Chicago, IL 60628 773-401-1938
GS TP 500.00 Michael Ashley 544 W. 126th PL Chicago, IL 60628
RM 1,325.00 Shawnte Barnett-Travis 14505 S. Cottage Grove Dolton, IL 60419
RM 450.00 Jakita Barnett 14505 S. Cottage Grove Dolton, IL 60419
DS 800.00 Patti Barnett 14505 S. Cottage Grove Dolton, IL 60419
DS 300.00 Unique Barnett 14505 S. Cottage Grove Dolton, IL 60419
0.00 Beathea, Edward 9052 S. Laflin Chicago 773-665-4830 work
0.00 Precious Bell 14037 S. Tracey #B-2 Riverdale, IL 60827 708-846-1744 (Cell)
OP 200.00 Danielle Brown
CM 100.00 Sonita Brown 9814 S. Eggleston Chicago, IL 60628 773-239-8780
0.00 Burks, Shyra 11425 S Calumet Ave Chicago, IL 60628 773-468-6374
0.00 Burns Roberta 12416 S. Elizabeth St. Calumet Park, IL 60827 773-416-0627
RSS 500.00 Adam Butts
DT 400.00 John Butts
0.00 Anthony Callegari 18600 Walnut Country Club Hills, IL 60478 708-206-1196
TM 750.00 Walnetta Carpenter 15128 Dorchester Dolton, IL 60419 708-201-1203
0.00 Daniel Chambers
0.00 Demarion Chambers 421 Suwanee Park Forest, IL 60466
JS 1,475.00 Rahmall Channon
0.00 Crystal Coleman
0.00 Devonte Coleman 14844 S. Michigan Avenue Dolton, IL 60419 708-841-1425
AR 799.28 Antoinette Collins
LG JS 2,212.50 Deville Collins
MW 350.00 Dontre Collins 708-841-7825
AR 650.00 Katrena Collins
0.00 Emily Cruz 4634 W 83rd Place Chicago, IL 60625 773-425-4634
0.00 Garth, Darshay 4255 179th ST Country Club Hills 708-647-6859
0.00 Dickerson, Danielle 2707 Knollwood Place Hazl Crest, IL 708-798-1452
OP 200.00 Maurecia Dixon
0.00 Robery Doxy 708-503-8223

Page 3 of 6
12:22 PM Ascend
09/12/05 Customer Contact List
September 12, 2005

Counselor Coach Balance Total Ship to Phone

0.00 James Elliott
0.00 Stormy Ervin 6B 708-597-2191
LG JS 3,650.00 Philip Esther 522 N. Springfield Chicago, IL 60624
LG JS 4,050.00 Robert Esther 522 N. Springfield Chicago, IL 60624 773-533-4681 home
TP 1,200.00 Michael Ford
0.00 Foster, Brando 8541 S. Seeley Ave Chicago, IL 773-239-5359
LG 600.00 Jasmine Harris 6603 S. Champlain Chicago, IL
0.00 Mahogany Harris
LG 500.00 Trevon Hrris 6603 S. Champlain Chicago, IL 773-995-3560
LG 600.00 Marchetta Hawkins 6350 S. Rockwell Chicago, IL 60629
0.00 Hayes, Denzel
JS 1,750.00 Dwayne Henry 8018 S. Escanaba Chicago, IL 773-947-8886 ext 228
JS 1,050.00 Shanika Henry 8018 S. Escanaba Chicago, IL 773-947-8886 ext 228
0.00 Anthony Hernandez
0.00 Carlecia Hernandez
0.00 Shirley Howard
0.00 Humphrey, Alicja 317 W 107th Street Chicago, IL 60617 773-732-4509
0.00 Humphrey, Angela
TP 925.00 Diamond Humprey 152 W. 157th Street Harvey, IL 708- 339-0706
LG 500.00 Trevon Johnson
TP 1,075.00 Larry Jones 2925 Peach Tree Sauk Village, IL 60415 798-753-1628
TM 750.00 Starris Jones 1250 Mackinaw Calumet City. IL 60409 708-868-4363
LG 2,225.00 Devonte McCray 7634 S. Phillips Chicago, IL 60649 773-575-7802
0.00 McDonald Tony
0.00 McDonald, Jonnelle 708-957-0904
0.00 Gwendolyn Mitchell 11917 S. Wallace Chicago, IL 773-568-2742
RSS 250.00 Carmela Nardi
0.00 Newell, Janet 11425c S Calumet Chicago, Il 60628
JS 850.00 Robert Orlando
LG 700.00 Geno Pitts 8111 S. Evans Chicago, IL 773-874-4198
0.00 Prater, Scott
0.00 Jermaine Radcliffe
0.00 Raine, Darius 15040 Irving Ave Dolton, IL 60419 708-849-3540
0.00 Raine, Demitrius 15040 Irving Ave Dolton, IL 60419 708-849-3540
0.00 Ratliff, Lakesha 429 W. 71 PL Chicago 773-488-2076

Page 4 of 6
12:22 PM Ascend
09/12/05 Customer Contact List
September 12, 2005

Counselor Coach Balance Total Ship to Phone

0.00 Roby, Derrick 22552 Arquilla Drive Richton Park, IL 60471 708-503-8862
DS 375.00 Joseph Rodriguez 3856 W. 64th St. Chicago, IL 60629 773-585-4672
DC 600.00 Deaquin Ruth 1666 W. 103rd Street Chicago, IL
DT 800.00 James Ruth 1666 W. 103rd Street Chicago, IL
DC 500.00 Rayshon Ruth 1666 W. 103rd St. Chicago, IL 773-239-8711
DC 500.00 Sylvia Ruth 1666 W. 103rd Street Chicago, IL
0.00 Earlene Cox 708-210-9231
-588.75 Alma Scott 708-889-0930
DC 600.00 Mary Simmons 708-596-7511
RM 1,300.00 Alexa Steward-Jones
MW 600.00 Christopher Strong
0.00 Suter, Derrick 10356 S. Indiana Chicago, IL 60628 773-264-7266
0.00 Erick Suter 10356 S. Indiana Chicago, IL 60628 773-264-7266
LG 900.00 Joshua Sutton 7716 S. Kingston Chicago, IL 60649 773-978-6535
LG 850.00 Donald Synowiec 2424 E. 223rd Chicago Heights, IL 708-757-6631
0.00 Glenna Synowiec 708-757-6631
0.00 Kimberly Synowiec 2424 E. 223rd Chicago Heights, IL 708-757-6631
CP 525.00 Anicia Thomas 9026 S. Laflin #1E #1E Chicago, IL 773-779-6492
LG 500.00 Thomas, Brittany
LG 900.00 Nathan Thomas 630-378-1525
LG 500.00 Thomas, Tyrell
0.00 Trim, Brianna 4255 179th ST Country Club Hills 708-647-6859
0.00 Trim, Devonte
0.00 Trim, Jasmine 4255 179th ST Country Club Hills 708-647-6859
0.00 Trim, Lacresia
0.00 Tyler, Curtis 8411 S. Sangamon CHicago, IL 60620 773-483-0492
RM 400.00 Donna Ward
RM 300.00 Stephanie Ward
0.00 Warren, Tyrona
0.00 Washington, Cornelius 10749 S Indiana Ave Chicago, IL 60628 773-264-0128
JS 1,950.00 Javonte Washington 520 W. 78th Street Chicago, IL 60620
0.00 Eden Watson
0.00 Stephanie Watson
JS 1,725.00 Steven Webb
0.00 Wilkins, Benjamin 10822 S Church St Chicago, IL 60643 312-846-5557

Page 5 of 6
12:22 PM Ascend
09/12/05 Customer Contact List
September 12, 2005

Counselor Coach Balance Total Ship to Phone

0.00 Wilkins, William 10822 S Church St Chicago, IL 60643
0.00 Williams, Angela 1820 W 78th street Chicago, IL 60620
0.00 Jeana Williamsen 762 Norte Dame Dr Matteson, IL 60440 708- 720-1562
0.00 Jonesha Williamsen 762 Norte Dame Drive Matteson, IL 60440 708-720-1562
0.00 Williamsen, Justina 762 Norte Dame Dr Matteson, IL 60440 708-720-1562
JS 3,503.57 Anthony Wuokko 762 Norte Dame Dr. Matteson, IL 60440 708-720-1562
JS 950.00 Joseph Wuokko 762 Notre Dame Drive Matteson, IL 60440 708-720-1562

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