Reports drawn in from Quickbooks

[Guest]

I use quickbooks for all of my accounting. I would like to import the totals of all of my client sales into the dbase so that I can track $$ to their respective referral sources and avg client sales etc


The eventual report would be as follows

Month / Inquiries / Sales Calls / New Clients / Clients invoiced / Total sales / Avg et

I currently have this report in Excel and have to manually update it monthly

My assumption is that I will need to have a table for each month with two fields one for each billing period so that I can have a count of invoices and a total of sales. Will I need to import and have 12 tables?

1. How do I import this informatio

2. How do I get the information compiled so that it comes togethe

3. What about next year, etc

Hopefuly, I have explained this well enough // I know what I'm thinking but don't know how to make it happe

Thanks so muc

 

[Annelie]

You need to look at the reports printed to excel out of Quickbooks. I am
very familiar with Quickbooks and I can't image what data you are exporting
to excel, but whatever you now export or print to excel, those should become
your tables in access.
After the initial import, I copy and paste each additional month from excel
to the access table.
Whatever you are calculating in excel now, you want those calculations done
in a query.
I would think that you want to export your clients into a table, I would do
that in a format where you can use a list report, using export is too
cumbersome. I would use perhaps the job start date as the date when you open
a new client, so you do not need to re-import the same clients over and
over.

I use quickbooks for all of my accounting. I would like to import the

totals of all of my client sales into the dbase so that I can track $$ to
their respective referral sources and avg client sales etc.

The eventual report would be as follows:

Month / Inquiries / Sales Calls / New Clients / Clients invoiced / Total sales / Avg etc


I currently have this report in Excel and have to manually update it monthly.

My assumption is that I will need to have a table for each month with two

fields one for each billing period so that I can have a count of invoices
and a total of sales. Will I need to import and have 12 tables??

1. How do I import this information

2. How do I get the information compiled so that it comes together

3. What about next year, etc.

Hopefuly, I have explained this well enough // I know what I'm thinking

but don't know how to make it happen