Question: Is there a way to add data to stock reports in QuickBooks?
Answer: QuickBooks Premier and Enterprise allow a great deal of customization of its reports, but sometimes you will want to add, rearrange or manipulate data beyond the scope allowed in QuickBooks. In that case, you can export that QuickBooks report to an Excel workbook.
Nearly all reports in QuickBooks can be exported to Excel. Once you create a report and apply the customizations you desire, click the Excel button at the top of the screen. You will be asked if you want to create a new worksheet or if you want to update an existing worksheet.
Once your report is in an Excel workbook, you can then add, delete, filter or sort data, or add formulae as you see fit—just as you would any other Excel file. It provides a much greater level of flexibility for your reports.
QuickBooks Premier and Enterprise can be modified to better serve ad specialty distributors. Harriet Gatter is a QuickBooks ProAdvisor, a former accounting professor and a former ad specialty distributor. She advises ad specialty distributors to use QuickBooks Premier and Enterprise, often in conjunction with other industry-specific software, to manage the complexities of the ad specialty business, with the results being time saved, errors eliminated and an overall accurate accounting of your business. Contact her at [email protected]
Please email accounting questions you would like considered for the column to [email protected] with the subject line of “Ask the Accountant”
