Adding Data to Stock Reports
Question: Is there a way to add data to stock reports in QuickBooks?
Answer: QuickBooks Premier and Enterprise allow a great deal of customization of its reports, but sometimes you will want to add, rearrange or manipulate data beyond the scope allowed in QuickBooks. In that case, you can export that QuickBooks report to an Excel workbook.
Nearly all reports in QuickBooks can be exported to Excel. Once you create a report and apply the customizations you desire, click the Excel button at the top of the screen. You will be asked if you want to create a new worksheet or if you want to update an existing worksheet.
Once your report is in an Excel workbook, you can then add, delete, filter or sort data, or add formulae as you see fit—just as you would any other Excel file. It provides a much greater level of flexibility for your reports.
Please email accounting questions you would like considered for the column to firstname.lastname@example.org with the subject line of "Ask the Accountant."
Harriet Gatter, owner of Accounting Support LLC, was an ad specialty distributor for 23 years and an adjunct professor of accounting at Neumann University. She sold her ad specialty business in 2012, became certified as a QuickBooks ProAdvisor, and now works exclusively with ad specialty distributors nationwide on their QuickBooks, order management and accounting needs.