Build Sheet from QuickBooks

What this module does for you:

Building a custom spreadsheet from QuickBooks allows users to place multiple data points, from different reports, onto the same spreadsheet. Users can then build charts off of the custom spreadsheet or perform analytics on the data in the open cells on the spreadsheet.

 

How to build a spreadsheet from QuickBooks:

1.               Under Management Tools CLICK the Build Sheet button

2.               CLICK From QuickBooks

3.               CLICK any Place Here button in an open pane to place the spreadsheet

4.               Customize the spreadsheet in the Report Editor 
a. b.

c.
 

5.               CLICK OK>  in the Report Editor to place the spreadsheet