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Direct CSV to Excel Template

  • 1.  Direct CSV to Excel Template

    Posted 01-15-2020 10:02
    Hi,

    Im starting to get really sick of updating a standard client excel report manually. I was wondering if anyone knew of a way to use a button to have QB automatically import rows into a spreadsheet which feeds the back end of

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    GMacri
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  • 2.  RE: Direct CSV to Excel Template

    Posted 01-15-2020 15:53
    Looks like you didn't finish your thought here, can you please clarify?

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    Ryan Stanford
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  • 3.  RE: Direct CSV to Excel Template

    Posted 01-20-2020 17:26
    G.

    Use the Juiced Tech XL Docs tool.

    https://www.juicedtech.com/xl-docs

    I have clients using it and they love it. 


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    Don Larson
    Paasporter
    Westlake OH
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