Excel REPORT Templates
Excel Templates for My QB REPORTS
Export QuickBooks reports to Excel
Easy as 1 - 2 - 3
Download the following Excel Report Templates
Do your QuickBooks homework
Export your QuickBooks Reports to the Excel Report Templates
See Instructions on the first Excel sheet in the template.
My QB Excel REPORt Templates
⚠️ If you receive an error message when you try to export another Excel report, save your Excel report workbook, then close the workbook. Then export the next report as instructed, saving and closing Excel after that report export. Basically, in some versions of Excel, you must save and close the workbook after each report export, before exporting the next report.
My QBB Starter Files
Use QuickBooks Starter files to start QuickBooks assignments.
1. Download Starter QBB files from the Online Learning Center
Note: There are No Starter QBB Files for the following:
No Chapter 11 Starter.QBB
No Chapter 12 Starter.QBB
No Chapter 13 Starter.QBB
No Chapter 14 Starter.QBB
No Chapter 16 Starter.QBB
2. Follow the instructions to unzip the data files.
3. Follow your text instructions to restore the data files.
⚠️ Important Note: With the new 2018 version of QuickBooks, there are some changes with regard to passwords.
When restoring a QBB file if QuickBooks requires you to create a password in order to continue, create your own password and record the password in a secure location, such as the inside cover of your textbook.
When restoring QuickBooks QBB files, if a password is requested:
Try using User ID: Admin and leave the Password field blank
If you are using the QBB Starter files and QuickBooks requires a password and QuickBooks will not accept the password field blank, try User ID: Admin and Password: KayQB2018
If none of the above approaches permit you to restore the QBB file, see your instructor
Scroll Down for File Management Tips to organize your QuickBooks files
Install QuickBooks Software
Install your free QuickBooks for Accountants trial version software that comes with a new* copy of your Computer Accounting with Quickbooks 2018 text.
QuickBooks Download Link
Download and install the QuickBooks Desktop Accountant 2018 software as follows.
Go to one the following links (if one doesn't work with your browser, try another)*:
*If the above links do not work for you, then use the following link to register for the software: QuickBooks Student Link.
(If necessary, select the following options.)
Select QuickBooks Desktop Accountant.
Select Accountant 2018. [Note: Check with your instructor which version to select if your campus has a QuickBooks software site license. If you select a different version, some of the screen captures and instructions may differ from your text.]
Follow the onscreen prompts.
When asked for the license number, enter the license product code for your QB software that accompanies new* copies of the text. You must have this license key code in order to install the QuickBooks software from the download link.
If prompted to register/activate, register/activate the QuickBooks software. If you are not prompted to register the software, after you have installed the software, go to Help, Register QuickBooks and complete the registration process. You must register the software within 30 days of installation or you cannot no longer access the software. If needed, use this register/activate link.
If the student does not have a registration code with their text, they will need to go to the Intuit website.
View the video below on how to install QuickBooks by launching the setup file and following a few basic steps.
QuickBooks Desktop Installation Support: 888-222-7276
QuickBooks Desktop Registration Support: 800-316-1068
*Important note: The license key code for your QuickBooks software can be used only once for the free trial version. To ensure you have a valid license key code, be certain that your textbook is new and has not been used by someone else. (If you purchase a used textbook, the license key code may already have been used by the previous owner and the trial version expired.)
download & install Quickbooks updates
After installing your QuickBooks software, be sure to download and install QuickBooks software updates to address known issues. See your text for instructions to download QuickBooks updates. After downloading the updates, the easiest way to install the updates is to close the QuickBooks software, and then reopen it. When you are asked if you want to install the updates, select Yes. Note that updates can be downloaded, but if you don't close and reopen the software, the updates are not installed.
To get started in 3 easy steps, from www.My-QuickBooks.com download the following:
1. QuickBooks Software. Download QuickBooks software from www.My-QuickBooks.com, QB2018 link. Follow the instructions to download, install, and register/activate the software.
2. QBB Starter Files. You will need QBB Starter Files to start using Chapters 1 through 10, 15, and 17. Go to www.My-QuickBooks.com, QB2018 link, to find links to download the QBB Starter Files.
3. Excel Report Templates. To organize your answers and reports, use the Excel Report Templates. Go to www.My-QuickBooks.com, QB2018 link, to download the Excel Report Templates for Chapters 1 through 16.
Consider setting up folders to organize your files as follows:
📁QuickBooks Course (Main folder with the following subfolders):
📁 Folders for Inputs:
📁 Excel Report Templates
📁 QBB Starter.QBB Files
📂 Folders for Outputs (Completed Assignments):
📂 Excel Reports - Completed Assignments
📂 QBB Backup Files - Completed Assignments*
📁 QBB Backup Files Chapter 1
📁 QBB Backup Files Chapter 2
*Consider adding subfolders for QBB Backup Files for Chapters 1, 2, 3, and so on.
- Special thanks to Margaret Pond of Loveland Colorado and her students for this Getting Organized Tip!
UPDATES QUICKBOOKS 2018
We like to get it right the first time, but sometimes things change or we need to tweak something. So we will post it here for you.
Note Regarding Quickbooks Software updates
After installing QuickBooks software, download and install QuickBooks software updates periodically. See the text for how to download updates. After downloading, be sure to exit QuickBooks software and then reopen the software and select install updates. If the QuickBooks software is not closed and reopened, the updates may not be installed.
Note regarding Issues exporting QB2018 to Excel
If you are experiencing issues exporting reports from QB2018 to Excel, consider the following:
Download and install the latest QB updates and retry to see if that resolves the issue.
If it doesn't resolve the issue it appears that QuickBooks has a known issue exporting to Excel Home & Student version However, there are reports that QB2018 exports satisfactorily using Office Pro (an upgrade). Consider using a different version of Excel. Then retry to see if that resolves the issue.
Verify that your version of Excel has been registered and/or activated.
Ask your instructor if you will be using Connect with Computer Accounting with QuickBooks 2018.
If you are using Connect, then some of the files for Computer Accounting with QuickBooks 2018 will be provided from within Connect.
QuickBooks Issue Resolution
Help with QuickBooks Software: 1-800-488-7330
Desktop Installation Support: 1-888-222-7276
Desktop Registration Support: 1-800-316-1068
Become savvy at QuickBooks issue resolution and give yourself a competitive advantage!
QuickBooks Community Support: https://community.intuit.com/quickbooks-desktop
QuickBooks 2018 Online Learning Center
Go to the Online Learning Center to view:
QuickBooks Slide Shows
Need a quick overview for each chapter? Try these slide shows to get started fast!
Or Download PowerPoint slides from the Online Learning Center.
QuickBooks User Certification
Interested in becoming a QuickBooks Certified User?
If you want to save the reports as PDFs to turn in to your instructor for grading, select Print and then select a PDF Printer (basically, you are printing to a PDF document instead of a printer). If you don't see a PDF printer listed on the dropdown list, use Google or another search engine to search on Free PDF Printer.
xPM: eXPLORE, PRACTICE, MASTER
Computer Accounting with QuickBooks 2018 uses a highly effective three-step approach to streamline learning. Simplify and streamline learning QuickBooks with XPM:
eXplore QuickBooks using the chapter with numerous screen shots and detailed instructions. While we eXplore, we will focus on learning how to navigate and use QuickBooks. Chapters in Computer Accounting with QuickBooks are designed as tutorials to introduce the accounting software features. All chapters are based on realistic, virtual company scenarios to enhance your understanding of QuickBooks in the business environment.
Practice entering information and transactions into QuickBooks with end-of-chapter exercises. Exercises are designed with fewer instructions to test your understanding and, when needed, to develop your skills at quickly seeking out additional information to complete tasks. The ability to seek out information as needed, is an increasingly important skill in a rapidly changing business environment. Computer Accounting with QuickBooks is designed to facilitate your development of this crucial skill.
Master QuickBooks with projects and case studies. The projects and cases cover QuickBooks tasks from setting up a new company and entering transactions to generating QuickBooks reports. To improve long-term retention of your software skills and mastery of QuickBooks, the virtual projects and cases challenge you to apply and develop both software and problem-solving skills. Two additional mastery opportunities, Chapter 12 and Chapter 14, are comprehensive case studies to integrate your knowledge and QuickBooks skills.