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Excel

When Personal.XLSB in Excel fails to load

By Alicia Katz Pollock on July 21, 2017 in Tips & Tricks

I spent several hours today creating an extensive Excel Macro to combine two reports exported out of QuickBooks Premier. I created a Customer:Job Status report and a Job Profitability report, blending them into an Excel table that would allow my client to filter by Job Status, and use Conditional Formatting to colorize it based on profit margin […]

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Testimonials

Joe Hurley and Matt Montague

Thank you for the energy and enthusiasm you brought to Colorado this past week. You’re a living, breathing technology Samurai and I couldn’t imagine a better way for us to add value to the advisors we work with. You’re equipped with a crowd pleasing sense of humor in addition to being a professional in every sense of the word.

If the goal of any consumer facing business is to delight and excite their clients then I say – mission accomplished! Each workshop dazzled the audience and left them with a better understanding of their Apple devices. We look forward to collaborating again in the future!

"My first experience with Alicia, she was great. She took a look at my current QuickBooks setup, including some problems with corrupted files and lost data, and recommended some changes. She then provided some initial training on a new QuickBooks online setup."

Office Manager CiiTA, LLC

I'm the new office manager at CiiTA, LLC and I have some, but limited accounting experience. My interim responsibilities (until we can hire more staff) include managing our QuickBooks Online. Alicia's expertise, patience, and extraordinarily useful guides were invaluable in getting a handle on how to manage the books for this small business. She brought up many questions I didn't know to ask (but should!) and answered others that I needed immediate direction on. CiiTA is looking forward to other opportunities to tap into Alicia's extensive knowledge as our company grows and flourishes.

Theresa P. Cogflower Creative

"I've been using Quickbooks for about a year and I've loved it but felt intimidated by things I couldn't quite understand on both the software and bookkeeping side - I was so impressed by the wealth of knowledge Alicia had to offer on both accounts. I was also really impressed by her friendly, easy to follow teaching style and ability to clearly answer questions and come up with solutions for even convoluted problems. And, I went home with a QuickBooks guide to refer to! I've taken a number of software classes, and it's so nice to have a guide to refer to as sometimes concepts get fuzzy after time. Such a great bonus!

I was delighted to not only learn more about the software, but also to learn practical tools and ideas for running a profitable business. Even if you've been using QuickBooks awhile, I highly recommend taking her class to round out your knowledge and make the most of the software, and your business' financial potential, to boot!"

We are absolutely thrilled with our association with Royalwise Solutions! Our Quickbooks organizational platform has never been as efficient and streamlined as it is now! With the training and support we are able to stay functional and current for the first time in years! We have already referred several other small businesses.

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When Personal.XLSB in Excel fails to load