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What if every new journal entry posted in QuickBooks Online landed in an Excel table automatically, no copy-paste required? In this tutorial we walk through exactly that workflow. We use Zapier to connect QuickBooks Online to an Excel workbook stored in OneDrive, loop through each journal entry line so it lands on its own row,…
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Month-end reconciliations are a fact of life for anyone managing financial data. Whether we are comparing Shopify orders against QuickBooks invoices, matching a bank statement to a check register, or verifying inventory counts, the core task is always the same: take two lists and find what does not match. In this tutorial, we walk through…
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Mastering Excel FILTER: Advanced Filtering with Multiple Conditions and Partial Matches Excel’s FILTER function is a game-changer for dynamic data analysis. Not only does it allow us to extract data sets that meet specific criteria, but it also empowers us to layer multiple conditions using AND/OR logic and perform partial text matches with the SEARCH…
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Edit with Excel Copilot: Clean Data, Audit Formulas, and Create Pivot Tables If you’ve ever wished for an Excel helper that could quickly clean messy data, audit your formulas, or create robust pivot tables with a single prompt, you’re going to love Microsoft Copilot for Excel. Video Tutorial In today’s walkthrough, we’ll see how to…
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