Hello,

I am an accountant working for a company that uses Quickbooks. We currently have a huge Excel file that is used for our financials. I am trying to re-create the file so that it is much more dynamic. To summarize how the file is constructed, it has about 30 sheets. One of the sheets is our trial balance sheet that drives the formulas in all the other sheets. The trial balance sheet has various columns (i.e. type of revenue, type of expense, the department it belongs to, what entity the account belongs to (we have five different companies). What I'm working with is a sheet containing over 1,000 rows (each for for a specific account). Each row is mapped with many classifications in the columns (month, type of account, department, entity,)

I am using a combination of xlookup, offset, and sumifs formulas to populate all the sheets linked to the main sheet (the trial balance sheet I explained above) Every month we have transactions in our Quickbooks software for all the accounts. I export a report and use an xlookup formula to insert the new information into the trial balance sheet for the new month. I am just trying to brainstorm ways to make this file even more efficient.

Does anyone have ideas ofwhat Excel tools I can utilize to make this file even more efficient? I researched power query and advanced tables but nothing really caught my eye in how to implement the newer Excel features to the current file. I'm trying to find any tools worth researching. If anyone has ideas please let me know. Thank you!