Transfering data from QB to an exhisting management accounts

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Experience Level: Intermediate
Hi Emma, I'm not sure if we could do the work over the internet or talking over the phone as support.

I'm a Head of Operation in my charity and I'm in charge of the Finance as I have a economics and Finance degree

Long time ago I have created a Management Account spreadsheet that works for the Charity, however to this date I'm manually still monthly inputting data form one excel sheet to the other (reason being as the cart of accounts in QB are only present when a charge in quick books is inputted in a particular line - so on monthly bases not all of them are used and I can't find a formula and solution to work on it). Additionally, My our chart of account is long and wide purposely to spot inputting errors quickly - which makes this particular task even harder.

I know is possible to find a solution in Excel but I'm not such an advance user or programmer.

I hope I gave you a flavour of the task in hand - and I do understand that it will cost a bit more than the original £30 on her, just please keep in mind that we are a charity and cannot pay excruciating rates

Looking forward to hear from you

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