Flash Reports uses Excel functions to build reports. This ensures that balances are maintained in place when the report is refreshed. This is different to other tools which export data to Excel and often result in the balances being populated in different Excel cells and having to be relinked to other Excel formulas, charts, pivot tables etc.
This means if you add a new account in QuickBooks, it will not automatically appear in existing reports as this would result in the data moving and references being lost. The process to add an account to an existing report is extremely simple and follows the normal Excel process:
- Find the row on the report where you would like the new account to be added.
- Use the normal Excel feature to insert a row. This ensures that all items referencing data the report will be maintained.
- Copy a sample row (the row above for example) and paste it into the new row.
- Update the account name column with the name of the new account.
- Assuming all the Flash Reports function parameters were referenced correctly, the function should calculate and show the balance on the new account.
