Which QuickBooks reports does XpandedReports support?
See QuickBooks Reports for the list of QuickBooks type reports supported by XpandedReport.
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Which QuickBooks fields can I include in XpandedReports?
XpandedReports can access thousands of different QuickBooks data fields.
Look at the report details in QuickBooks Reports section to view the list of fields on a report
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Can I import my memorized report from QuickBooks to XpandedReports?
No, because QuickBooks reports and XpandedReports are structured very differently, the two are not compatible. XpandedReports reports are far more flexible than QuickBooks reports and include many features that QuickBooks reports do not.
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Can I import my XpandedReports template into QuickBooks?
No, because QuickBooks reports and XpandedReports are structured very differently, the two are not compatible. XpandedReports reports are far more flexible than QuickBooks reports and include many features that QuickBooks reports do not.
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Can I edit the data in XpandedReports reports?
No, because the data is extracted directly from QuickBooks, you need to create, change or delete all data in QuickBooks. It is often the case that you will want to filter (instead of edit) your data in XpandedReports, and all reports offer powerful filtering features.
If you need the XpandedReports report to show different values than it pulls from QuickBooks, you can export from XpandedReports to Excel to make adjustments there. Exporting to Excel for this reason can create challenges in keeping your data organized and up-to-date when the original data changes in QuickBooks.
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Can users submit ideas for reports?
Yes. Within the XpandedReports software, users can submit ideas for new reports by choosing Help then Report Request. This will open a web form with fields to describe the report and also allows for uploading a sample of what the report should look like. We consider each submission and will respond with one of three replies:
- XpandedReports can currently be used to create the report (or something very similar)
- XpandedReports does not currently have the functionality to produce the report, but it is on the development list.
- The report is beyond the scope of what XpandedReports can do.
Please keep those requests coming: We appreciate all the feedback we receive.
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What is the format of an exported report?
Exporting a report from XpandedReports includes several choices:
- Comma separated values (.csv)
- Tab separated values
- A new Excel workbook
- Export to an existing Excel workbook (to an existing sheet or to a new sheet)
The export produces a flat file.
Note: The export does not include the formulas because XR has formulas in the computed columns that
don’t exist in Excel, therefore doing formula export won’t work. The majority of the manipulation should be done in XpandedReports prior to the export so the need for further manipulation is significantly reduced.
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How do I export data to a file without saving it?
How QuickBooks works is that it launches Excel and uses Excel’s OLE to insert data. This means Excel has to be installed.XR does not launch or use Excel, therefore the user does not have to have Excel installed.
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How many levels of groups can I include in a report?
There is no limit to the number of groups you can include.
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We are a paperless office, how does XR support that initiative?
XpandedReports extracts data from QuickBooks through an electronic interface, so you don’t need to print anything from QuickBooks. Within XpandedReports, you can reduce or avoid printing by exporting to Excel or printing as a PDF. Both of these options allow you to share reports without printing.
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