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You're reading from  Mastering Quickbooks® 2023, Fourth Edition - Fourth Edition

Product typeBook
Published inNov 2022
PublisherPackt
ISBN-139781803243634
Edition4th Edition
Tools
QuickBooksQuickBooks
Concepts
Business Management
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Author (1)
Crystalynn Shelton
Crystalynn Shelton
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Crystalynn Shelton

Crystalynn Shelton is a licensed CPA and small business advisor specializing in financial accounting software training, coaching, and consulting. She has written two Amazon Bestsellers, Mastering QuickBooks 2020 and Mastering QuickBooks 2021. In addition to having experience as a small business owner, she has more than 20 years' experience in providing accountancy consultancy in the entertainment, oil and gas, education, and computer technology fields. Crystalynn is an Advanced Certified QuickBooks ProAdvisor and has taught accounting, bookkeeping, and QuickBooks courses for the last 12 years at the University of California at Los Angeles Extension. When she is not in the classroom, Crystalynn enjoys trying new restaurants and curling up with a good book!
Read more about Crystalynn Shelton

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Business analytics with Excel

Business analytics with Excel, also known as Spreadsheet Sync, can be used to track business performance by using Excel to create custom charts and graphs with your QuickBooks data. You can use pre-made templates to build consolidated reports for multiple companies or for a single entity. With Business analytics with Excel, you will be able to access Key Performance Indicators (KPI) which will enable you to make good business decisions using real-time information.

Follow the steps below to access Business analytics with Excel, also known as Spreadsheet Sync:

  1. Click on the gear icon and select Spreadsheet Sync as shown in Figure 17.48:
    Graphical user interface, application Description automatically generated

    Figure 17.48: Selecting Spreadsheet Sync from TOOLS

  2. The following window displays:
    Graphical user interface, application Description automatically generated

    Figure 17.49: Start-up tips for Spreadsheet Sync

    In Figure 17.49, there are three steps that you need to take to start using Spreadsheet Sync. You select open link, trust the add-in, and...

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Mastering Quickbooks® 2023, Fourth Edition - Fourth Edition
Published in: Nov 2022Publisher: PacktISBN-13: 9781803243634
© 2022 Packt Publishing Limited All Rights Reserved

Author (1)

author image
Crystalynn Shelton

Crystalynn Shelton is a licensed CPA and small business advisor specializing in financial accounting software training, coaching, and consulting. She has written two Amazon Bestsellers, Mastering QuickBooks 2020 and Mastering QuickBooks 2021. In addition to having experience as a small business owner, she has more than 20 years' experience in providing accountancy consultancy in the entertainment, oil and gas, education, and computer technology fields. Crystalynn is an Advanced Certified QuickBooks ProAdvisor and has taught accounting, bookkeeping, and QuickBooks courses for the last 12 years at the University of California at Los Angeles Extension. When she is not in the classroom, Crystalynn enjoys trying new restaurants and curling up with a good book!
Read more about Crystalynn Shelton

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