Format Report From QuickBooks
Nov 22, 2006
I download Quickbook reports; Once I download the reports I have to format the reports. I tried recording a macro and it worked perfectly until I added an account and it left some of the rows out. When it downloads the reports it has the row headings in different columns(I am talking about the P&L report in Quickbooks). I am trying to create a loop macro (or a macro) that will move all the row headings into the same column; If I add or delete accounts it will adjust.
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Aug 1, 2006
How will we extract data from "Quick Book".Is there need a special driver or any thing else.Is there any special method if we extract data from Quick book on other system(Network Environment).
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Jul 3, 2007
Is there a way to write code that will Import and/or export items into and from quickbooks? Specifically, I want to export item lists from quickbooks, then import purchase orders.
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Oct 4, 2007
I have an excel spreadsheet that contains customer data exported from Quickbooks. In that file there is a column called CType (Column G) which contains the scheduling cycle for that customer. There are eleven different possible schedules, including 15xYr, 1xMo, 2xMo, EOM (every other month), EOW (every other week), EOW-S / 1xMo-W (every other week between 5/1 and 10/31 and once a month during the rest of the year), EOW-Th (every other week but must be on a Thursday), ETW (every third week), On Call, W, Q.
Although the number of records changes daily, on average there are about 950 rows of data in the spreadsheet.
I need to set up an array (?) for the values in column G starting with G2 through the last non-blank row (all records will have data in column G), and calculate the next scheduled service date based on the schedule type shown in column G and the last service date which will appear in column M of that row. The last thing I need to consider is whether there is a value in Column N, which would represent a hard-entered ‘Next Scheduled Service Date’. If I find a date in that column it needs to over-ride the calculated value. My assumption to this point is that I should use a new column T to hold the value of the calculated schedule date. There are a few other details, but rather than confuse this whole thing further I’ll stop there.
What I’m struggling with is the most efficient means of running this macro. I’ve been looking at many, many threads over the past few weeks, reading
VBA Programming for Dummies (which I apparently am), and reviewing other resources.
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Aug 26, 2009
i will receive same data from two different persons in different format. By right, the data should have the same total. However, it was not.
I have attached a file that contains two worksheets with simple example to illustrate what i meant. May i know which is the effective formula to detect the mistake?
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May 4, 2014
I have written the VBA code to color any figure above 15, but it display rows above 15 as red including other rows.
Below is the VBA code
Code:
Sub FillCells()Dim lRow As Long, lColumn As Long
'Using Cells property to refer to range
'Loop through rows
For lRow = 1 To 10
'Loop through columns
For lColumn = 1 To 5
[code].....
Which shows the output as Workbook1.jpg But my query is how to get only rows above 15 with red color
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Apr 3, 2013
I have a 2 sheets in a workbook by the name Entry and DataStore. I am entering the daily data in Entry sheet and then manually updating the data in DataStore sheet. Is there a macro to automate this.
I have uploaded the sample file with the expected output comments to the below link:
Free large file exchange service without size limits.
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Jul 27, 2004
When you create a pivot table and double-click on the output of the pivot repot you access the detailed info that make up this particular number.
Is it possible to preserve the format of the raw data file that has been used to create the pivot table output?
For instance, the raw data has $. When I create the pivot table I can format the table to reflect the $. However, when I double click on the pivot table number where I have the $ I access the detail info but the format (in this case $) is lost.
I called Microsoft and told me it is a flaw in Excel. But, I'd like to check with you before I give up.
If I can't do that. I have an alternative: double click on all the numbers of the pivot table then format the sheets to include the $ and then create a hyperlink from the pivot table to the detailed report tab.
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Dec 27, 2007
I am building a tracking process for marketing and relationship management purposes. My company has a database (Advisor's Assistant - which the server is on site) that is for lack of a better term very limited. I have tried to identify if we have the capability to use SQL in excel to pull the information we want but that avenue looks bleak, since my co-worker that is pretty tech-savvy has had very little luck working with the database provider to get to information we want.
Anyway, I have determined that I can get the information I am interested in by way of several reports that the current database will do and printing them to a .pdf file. Then by way of a program called Able to Extracted I can get them into an excel format. The problem I am trying to solve is using excel to pull the information I want out of these twice converted reports into a format that means something in excel.
Only the reports reach excel they have many empty cells and some of the information is offset and does not follow the same pattern as you scroll down through the report. I have attached part of one of the reports. I would like to automate the process of searching the data and creating a new format that I can use a pivot table to create reports off.
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May 1, 2008
I've seen a few threads on here about this issue but none of them do quite what I am looking for. I'd like for a single page "report" to be created when a user presses a button (which runs a macro, of course) The macro should be able to run through certain named sheets (even if hidden) and if a cell in any row is red within a sheet then the entire row or rows that meet the criteria should be copied and pasted into the Report sheet.
On the report sheet, for each sheet that has had rows that were copied, I'd like to have the name of the sheet as the header above the pasted rows so that the user knows which sheet the data came from. Any sheet that doesn't have red cells would be excluded from the report. I've attached a sample file but had to limit the number of sheets because of Orgrid's file size limit. Hopefully, you'll see what I am getting at here.
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Aug 30, 2013
I have two worksheets in my report cards:
1) Data - the students are listed in Column A, math scores in Column B, reading scores in Column C and science scores in Column D. The grades of 300 students are entered in this sheet.
Student
Math
Reading
Science
Jimmy
75
84
100
[code].....
2) Report Card template - This is the report card that needs to be generated for each student. It's pulling the student name and grades from the Data worksheet.
Student Name
=Data!$A2
Math
=Data!$B2
Reading
=Data!$C2
Science
=Data!$D2
How do I create worksheets (report cards) for additional students? I have 300 students in the school. I need the next worksheet to reference Data!$A3. I know how to cut and paste the report card template and then edit =Data!A2 to be =Data!A3 to create a report card for Sally. How do I create the 300 report cards I need?
I've been teaching for 13 years. I can create a report card for each student in my class and edit each worksheet individually for each student. Now I've been asked to do this for the whole school and I don't know how to create the other 299 sheets I need.
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Jul 2, 2008
How do you create a macro to copy the information from my weekly reports to a monthly report and be able to update automatically. If you had 4 worksheets (for each week of the month) and 1 mastersheet for the whole month in a workbook. All titles are the same and If you needed to copy all the data that is in the columns, say, A through I, starting with row 4 to however many rows are in a given week. The reports can be made up of numicerial values, text and dates. Let me know if more information is needed or an example worksheet.
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Apr 12, 2009
find the attached Example file. I need to create a report either by using or without using VBA.
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Apr 16, 2008
I am working in SAP, I am attempting to convert a report in excel and I'm get the following error codes/debugger messages:
1ST Error Message is : Path/File access error: 'VBD1.tmp'
Then I press okay and get a Visual Basic Error:
Run Time Error '1004'
Methon 'Copy' of object'_Worksheet' failed
If I press debug I get a bunch of Visual Basic sheet, with the following highlighted
Set ws = SAPSheets.item(SheetIndex)
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Aug 10, 2009
I have created a userform but I am having extensive problems with the date formats.
My system is set to UK and short date is set to: DD/MM/YYYY
When I used code to add the values in the userform to the spreadsheet, any that contained a date format would revert to the US format.
So I finally figured out to use DateValue to format it correctly for example: ...
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Jun 7, 2006
I have a column of cells with values - 0.2%, 0.32%, 0.22, 0.5 etc. The cells with % symbol are in ' Percentage, 2 decimal' format while the plain numbers are in 'General' format i.e. column contains cells in either of these formats. I need a macro where I can specify the column and it will select the cells with the % format, convert it to 'General' and multiply the result by 100 eg. 0.2% converted to 'General' becomes 0.002. When multiplied by 100, result is 0.2 i.e. is displayed without the % symbol.
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Mar 31, 2014
One of the reports I run provides me information on lengths of time. Such a field displays as |0:09:16| indicating 9 minutes and 16 seconds. However, when the report generates the excel spreadsheet it saves these cells in date/time format ([h]:mm:ss). If I were to convert this field to the number format (so I can manipulate and graph it) it displays as such |0.00643460648148148| Ideally I would be able to have the data in the field stored as |556| (556 seconds, or 9 minutes 16 seconds). I have thousands of fields that I need to manipulate where the data is stored in this format and I can not figure out how to fix it.
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Oct 15, 2009
How can I format cells to contain Minutes, Seconds and Hundredths of seconds to be used in calculations eg 1.24.99 means 1 minute and 24.99 seconds. Example calculation is: 1.24.99 - 1.24.90 =0.0.09
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Feb 11, 2009
I need to format some climatic data from a weather station into a desired format. There are a lot of cut&paste and transposing involved. I think it will be easy but tedious for anyone trained in VB to write a macro but unfortunately I am not. I've tried recording a macro but it turns out that it is not general enough to deal with all the spreadsheets that I've got.
I've attached a spreadsheet which shows the original format (in sheet 1) and the desired format (in sheet 2). To briefly describe, I only need the temperature data for 8am and 2pm, the rest of the information in sheet 1 is useless to me.
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Oct 26, 2012
Every month, I have an import a report to a spreadsheet. At my column A, it supposed to be a date format.
For some reasons, I have a combination of a few cells of date format and a few cells of general format with no order at all.
What I need is: Search in the A column, if date format leave it , if not change from general to date format.
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Aug 1, 2013
I have an Excel 2010 spreadsheet where the default number format keeps switching to the date format. I keep switching it back and it'll stay as a number format for a time, but then it'll switch back. This is also the case for any new worksheets in that one spreadsheet.
This only happens with this one file - everything else behaves according to my regional settings or to how the file had been previously formatted.
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Dec 19, 2006
I have a Sheet ( Named "Summary" for Example ) of about 4,000 Rows that has a LOT of Conditional Formatting.
I Added Another 100 Rows this Morning and when I Tried Saving it a Message Saying that Not All the Formatting for the New Data that had Been Added had Been Saved. Is there a Macro or Something I can Run that will Make the Conditionally Formatted Cells Stay the Colour that they are but Delete the Conditional Formatting Part of it Achieved Using "Format" & "Conditional Format" from the Menu Please.
Ideally I would like to be Able to Enter the Number of Rows ( From Row ? to Row ? ) that I want this to Apply to.
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Feb 3, 2007
I have a forecast which is sorted by product code by week vertically. I need to create a lookup to re-format this information into a horizontal format by week. I have started this by transposing the information as my attachment shows but I am hoping there is a lookup formula which will be easier and quicker. I have attached the actual document and the data I want to sort is Sheet 2. I have started in Sheet 1. I want to look up the code in column A, then lookup the week number which would be B2 in Sheet 1 and return the value of that Code in that week from Sheet 1.
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Jun 12, 2008
I would like to have a single button that changes a range of cells from the USD to EURO to perhaps CAD symbol. Can this operation be performed, such that if I start in dollars, and I click the button once, it shifts by range to EURO (not formulas...just symbol)...and then if I click the same button again, it goes to CAD, and then back to USD with a third click?
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Nov 25, 2008
I am trying to customize an aging report, column will be 30, 60, 90 120 + I would like the amount to show under each column. The charge amount for $252.38 each day.
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Jul 14, 2008
So this is the problem, there are 65 files that are stored in a folder, each file has 8 tabs, all these tabs within each file are identical in every aspect ( i.e cell ranges and names). The max number of rows in a tab is 81. To break it down:
Tab 1 : Instructions (this will never change and will always be constant among all 65 files)
Tab 2: Row 1 will be the same for all files, rows 2-9 i don't need, except for the info on cell C3 which I need to be copied through S11:S33. S10 needs to equal A3 with the format of R10. And then just have the next files tab info below this table with the same logic being followed.
Tab 3: Same logic as tab 2 but now the range is from S11:S53.
Tab4: Same logic, just copy and paste tables for all files, and doing the same thing with column S hat was done in tab 2 in order to be able to filter tha data.
Tab 5: Same logic, with H1 being filled by the descriptor on Tab2( This will enable one to filter though the information since the descriptor in cell 3 from tab 2 is the short name given to each files which differentiates the data.
Tab 6; Same logic
Tab7: Same logic, but would like a drop down box on right to filter by service centers.
Tab 8: Same logic, but would like to have drop down on rigt in which I can select the given short name ( i.e cell 3 from tab 2 of each file)
This way I can have one master file which encompasses all the information from all 65 files in one file and be able to sort through the data in each tab by the short name description. I need a macro for this since these files get updated in a weekly basis.
Any help on writting such a code would be greatly appreciated, my excel VBA skills are non existent!. I have attached the template of how one of these files looks like. There all the same except with different names of course and all are stored in one folder.
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Dec 5, 2009
sometimes pivot tables won't give me the details I want the way I want. any time my boss asks me for a monthly report I have to do everything manually from the pivot table and insert the data on another table where I put the filteres data. I want to be able to get a monthly sales report per store that will populate itself in a daily basis, I also want to be able to select a store, style, size and date from a form in Excel and see the report in a sheet. Aproblem that I have found in order to use the size as a parameter is that the size comes in the same line as the item description and do not know how to make excel to check just for the size in the description field.
The attached file contains sales data for a better understanding of my case.
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Oct 31, 2005
I have a coulmn with results in that are in a decimal point example .01, .02.
At the bottom of the coulumn I want to report the max number and the min
number but it does not. Also in one column my results are listed as <0.05
etc. At the bottom of this column I want to report the max and min but it
does not. I believe because they are not whole numbers. Is there a way to
report these numbers. I tried an IF formula where if <0, max(i12:i36) but
that did not work.
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Jan 8, 2008
Analysis of Profit is very impt in business , that is why i keep trying to find way to use excel to generate profit report.
I have been trying to solve this for last one month. even when i bath... But no result.
May i ask any one here know how to convert my data to a report using . Below table said every thing.
Project (10) HIJ1My Raw Data File 2BrandMonthProfit In %3Brand AJan 0730%4Brand BFeb 0750%5Brand AJan 0730%6Brand BFeb 0750%7 8 9I Need Report In New Work Sheet 10 11BrandJan 07Feb 0712Brand A30%30%13Brand B50%50% Excel tables to the web >> Excel Jeanie HTML 4
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Dec 9, 2008
i have accumulated a lot of data on an excel sheet now i need to be able to run 2 reports that will spit out the data in a specific way but i have no clue but i have made a word document to show how i would like it to spit out
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