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Merging QuickBook Reports Using Excel VLOOKUP

by David Ringstrom, CPA Generating reports in QuickBooks is generally quick and easy – until you hit on a specialized need. Certain reports allow you to add or remove columns of data, but sometimes a...

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CSV Secrets: QuickBooks Reports to Excel

by David Ringstrom   While most users export QuickBooks reports as Microsoft Excel workbooks, I often use the comma-separated value (CSV) format instead. Doing so strips extraneous formatting from the...

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