How to sync QBO reports to Excel's Power Query and PivotTables

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  • เผยแพร่เมื่อ 4 ต.ค. 2024

ความคิดเห็น • 8

  • @AdnanAhmad7
    @AdnanAhmad7 3 ปีที่แล้ว +8

    Thank you for the video Steve. But I was looking for some way to link directly to Power Query. Do you think there is a possibility?

    • @arvindazad
      @arvindazad 2 ปีที่แล้ว +1

      I'm also looking for the same. Did you find it?

  • @608er
    @608er 3 ปีที่แล้ว +1

    Nice job. Thanks for the video.

  • @charlieholland6572
    @charlieholland6572 4 หลายเดือนก่อน

    Before you did the refresh, you deleted the top and bottom rows. Your power query script already had those steps, couldn't it have taken care of the deletion?

    • @SteveChase1
      @SteveChase1  4 หลายเดือนก่อน

      Yes the PowerQuery took care of the removing the top and bottom rows. I think I must have been explaining from the Excel file that is was we wanted to do. The data source was Excel which I think I was trying to explain it again which may have seemed redundant.

  • @gomez199021
    @gomez199021 2 ปีที่แล้ว

    Would this be the same process if i want to export invoices with products and goods sold?

  • @gomez199021
    @gomez199021 2 ปีที่แล้ว

    Would this be the same process to export sales and group by products and goods sold?

    • @SteveChase1
      @SteveChase1  2 ปีที่แล้ว

      Maybe. Whenever the report has groupings built in it is not as straight as a table format.