How to Connect QuickBooks to PivotXL - to build powerful financial reports
Автор: PivotXL-Financial Reporting and Analysis Software
Загружено: 2025-12-31
Просмотров: 10
Описание:
Learn how to connect your QuickBooks account to PivotXL and start building powerful financial reports directly in Excel.
In this tutorial, we walk you through:
Connecting one or more QuickBooks accounts
Importing your monthly trial balance
Mapping account dimensions into PivotXL’s data cube
Creating custom reports, KPIs, and financial analyses in Excel
Unlocking features like horizontal analysis, vertical analysis, and dashboards
✅ No more copy-pasting or reformatting
✅ Built for FP&A, controllers, and finance teams
✅ Supports multi-entity and high-performance reporting
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