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Customize employee information in PivotTables

This option lets you further customize the payroll data you get from QuickBooks. You can define up to four custom fields in the Excel workbook, then use the defined fields to sort or filter the data in PivotTable reports.

For example, if you want to organize your employees by region, you can define a region field, then assign a region to each employee. To view employee data for a particular region, you use the Microsoft Excel PivotTable wizard to build a report that sorts or filters the data.

How do I use this feature?

10/22/2016 4:47:02 AM
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