For the past couple of weeks, the folks at QuickBooks and Beyond have been providing a wonderful overview of some of the enhancements coming in QuickBooks 2012. One of the most exciting changes, at least for some users, will be the improvements to Excel integration.
While QuickBooks has plenty of built-in reports, many users like to be able to customize the content, look, and feel of their reports via Excel. Up to this point, it’s been difficult to create an Excel report and automatically import new data from QuickBooks. You have, in the past, had to redo your formatting. I covered how to do job costing in QuickBooks in a previous article and this updated feature would benefit those who prefer working with Excel reports.
The improvements let you create a template report that still has many of the same formatting elements. This is a big step forward for Excel integration.