nonprofit report


A

Abby

Hello:
I use quickbooks premier for nonprofits
I would like to produce a report (either a statement of financial income
& expense or a profit and loss report) for my board with the following
columns:
last month ytd % annual budget

is this possible, preferably without going through a lot of work in excel?
thanks in advance
Abby Jordan
Southern Conservation Trust
 
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?

_

Not without Excel, so I guess it depends what you mean by "a LOT of
work".
 
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J

John Gilchrist

I've used Excel as follows:
Export QBooks report info to temporary worksheet (BOOK1)
Import BOOK1 into QBINFO tab of stored Excel worksheet
Lookup desired info,using Excel's VLOOKUP command
Use multiple VLOOKUP commands to automatically reformat QBooks report
info as desired on a second worksheet tab
Print the 2nd worksheet tab

In subsequent months, simply repeat the export/import process & reprint
I've also automated this process with Excel macros.
John
 

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