quickbooks and excel

  • Thread starter Thread starter AQUATECHPOOL
  • Start date Start date
A

AQUATECHPOOL

hi all, i need help as i am not an avid excel user. i am importing
quickbooks files into a new excel book. i then format it the way i
need it for future use. when i then rerun the report and send the new
info to the existing book that i have formatted and saved, it sends the
data to a new sheet and the new sheet does not maintain the formatting
i've created. can anyone explain how to remedy this?

thank,

paul



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it sends the data to a new sheet and the new sheet does not maintain the
formatting
i've created.

A "new sheet" is never going to "maintain the formatting" that some other
sheet has. A new sheet always has minimal formatting; basically whatever
formatting your Normal style has.

I'm not familiar with how the import from Quicken procedure goes, but
typically when you want to import data into an existing, formatted worksheet
you:

-Open the text file in Excel (I'm assuming that Quicken outputs a text
file). This will be a new workbook by definition.
-Copy the data imported.
-Switch to the formatted workbook/worksheet.
- Select the top, left cell where the data should go and do an Edit, Paste
Special, Values.
-Hit Esc to exit copy mode.

Even if Quicken somehow takes care of the first step by automatically
creating a new workbook or worksheet, you can still pick it up from there.
 
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