Dustin Wheeler

Dustin Wheeler
Dustin is a technology-driven CPA in Orem, Utah.

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A Simple Time-Saving Summation Excel Macro

One of my first blog posts was about how I use macros with QuickBooks reports exported from Excel.  That post also contains a brief explanation of what a macro is, so please read it first if you are unfamiliar with macros.

In my work, I often find myself combining similar types of expenses provided by a client on a spreadsheet for a more condensed presentation on a financial statement or a tax return.  The repetitive task of selecting cells, adding borders, and …

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Using Excel Macros to Manipulate QuickBooks Reports

Since I began working in accounting, I have observed some fellow accountants exporting data from accounting software programs to Excel and then performing repetitive tasks of reformatting the spreadsheet (moving data to other cells, entering calculated fields, changing fonts, resizing columns, etc).  This has provided me with the opportunity to use and share a valuable skill I learned in one of my classes in college so that these tasks can be completed automatically with the push of a button.

One of …

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