Managing Rows in QuickBooks Statement Writer

In a recent post, we took a quick tour of QuickBooks Statement Writer which you can access here. In that post, we promised more details at a future date.

Not everyone will have access to QuickBooks Statement Writer. QuickBooks Statement Writer is only available in QuickBooks Accountant and all industry versions of QuickBooks Enterprise.. QSW is an Excel add-in. It enables QuickBooks users to create reports in Excel with live QuickBooks data.

Once a report has been opened in Excel, it looks something like this:

In the above screenshot, the tools that come with QSW are shown. They can be accessed in two places.

The top arrow points to an entire Excel ribbon filled with QSW functions. When the report is opened from QuickBooks, activating QSW, this is how Excel will open. This ribbon will appear and be available to the user.

The second arrow points to a panel along the right side. This panel also contains the tools of QSW. Some of the functions are duplicated, that is you can access them either from the right-side panel or the QSW ribbon.

The right-hand QSW panel contains several sections. One is especially for commands that affect rows.

The above screenshot shows the row section of the panel and how it appears when the first row of the report is selected. The first row of the report, which is a balance sheet, is Checking. This is the information that appears in the Row section of the panel.

If you look at the report, you cans see that there are several rows that represent cash this business has as assets. They have cash in checking, savings, in a petty cash fund, and amounts that have not been deposited. Cash on hand we might call it.

If one were formatting this report, they may want to simplify it by reporting all the cash of the business on one line. QSW provides a simple way to do just that.

If you look carefully, you will notice in the above screenshot that four rows have been selected. You can tell because they are filled in with a gray color.

The arrow points from those rows to an icon on the Statement Writer Excel ribbon labeled Combine. If we click that icon, with the appropriate rows highlighted, QSW will combine them.

The above graphic shows how QSW is able, in one quick command, to combine rows in different places on the report.

Note the information in the Row section of the panel. It lists the accounts that are now reflected on this one line.

The row is labeled with the name of the first account on the list. That can be changed to anything the user wants by typing it in the Name field of the panel.

QuickBooks Statement Writer is only available in QuickBooks Accountant and all industry versions of QuickBooks Enterprise.

Hector Garcia, CPA
Certified Advanced QuickBooks ProAdvisor
12401 Orange Drive #136
Davie, FL 33330
954-414-1524
hector@garciacpa.com

Hector Garcia

Hector Garcia

Hector Garcia is a CPA and QuickBooks Consultant.
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