Best Quickbooks Excel Integration

Make your QuickBooks data work harder

Sync QuickBooks data to Excel, automate reporting, track business health, and quickly build financial projections.
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Trusted by over 20,000 companies
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Why Coefficient?

Turn Excel into
a QuickBooks reporting powerhouse

All of your data, none of the work

  • Connect QuickBooks to Excel in one click

  • Automatically import up-to-date account, customer, vendor, and transaction details

  • Quickly create reports and dashboards and schedule refreshes

"Setting up QuickBooks workflows to your spreadsheet and automating data refreshes is incredibly easy and reliable."

— David Schneider at Neo Insurance Solutions

Monitor cash flow and revenue in real-time

  • Track income and expenses to understand business health

  • Use live data to create accurate forecasts and scenario plans

  • Schedule email and Slack alerts to stay on top of changes

"I'm using Coefficient to create a 13-week cash flow report that is linked to my QuickBooks Online account. It works great!"

— Nick Giovacchini at Large Scale

Unlock the full power of your spreadsheets

  • Easily blend QuickBooks data with other sources like Stripe, Salesforce, Chargebee and more.

  • Maintain detailed audit trails or make bulk updates and export changes back to QuickBooks

  • Share data with more users without the extra cost

"Our company financial reports and budget reports have become such a thing of ease! This software literally saves us hours each and every week."

— Brock Holliman at Holliman Capital

What QuickBooks data is imported?

REPORTS

  • Profit And Loss
  • Balance Sheet
  • General Ledger
  • Transaction List
  • Cash Flow
  • Accounts Receivable
  • Accounts Payable
  • Sales
  • Trial Balance
  • Journal

OBJECTS

  • Account
  • Invoice
  • Customer
  • Bill
  • Payment
  • Vendor
  • Item
  • Budget
  • Bill Payment
  • Purchase
+21 more

Ready to dive in?

Connect your live QuickBooks data to Excel in 3 minutes.

Get Started Free

QuickBooks Reporting Templates

Launch pre-built templates in your spreadsheet and connect live data in one click.

TEMPLATES

QuickBooks Profit and Loss (P&L)

Struggling to manually analyze complex financial data? Harness the power of P&L Powered by your live QuickBooks data.

TEMPLATES

Cash Runway Template

Accurately forecast your company's financial health and make informed decisions about your future.

TEMPLATES

SaaS P&L Template

Get this free SaaS P&L template to effortlessly connect QuickBooks, eliminating manual data imports and ensuring financial reports reflect the latest information.

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Import Data from QuickBooks to Excel

See the full walkthrough
Install Coefficient on Excel and get started 30 seconds
Launch Coefficient from the File menu. Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’
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Connect to QuickBooks 30 seconds
Select "Import From" in the Coefficient sidebar, and login to QuickBooks to authorize the connection.
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Preview your data 29 seconds
Select the reports or objects you want to import and customize your layout in Import Preview.
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Run your import 30 seconds
Click the "Import" button and your data will populate in your spreadsheet.
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Set a schedule to refresh your data 30 seconds
Use the sidebar to set the frequency and time of day for automatic data refreshes.
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You’re done. Enjoy your data up to date. 30 seconds
All set! Now you can create and share as many custom imports as you want.
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Install Coefficient on Sheets and get started 30 seconds
Launch Coefficient from the Extensions menu, or click Add-ons > Get add-ons to install it from the marketplace.
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Connect to QuickBooks 30 seconds
Select "Import From" in the Coefficient sidebar, and login to QuickBooks to authorize the connection.
Video will be embedded here
Preview your data 30 seconds
Select the reports or objects you want to import and customize your layout in Import Preview.
Video will be embedded here
Run your import 30 seconds
Click the "Import" button and your data will populate in your spreadsheet.
Video will be embedded here
Set a schedule to refresh your data 30 seconds
Use the sidebar to set the frequency and time of day for automatic data refreshes.
Video will be embedded here
You’re done. Enjoy your data up to date. 30 seconds
All set! Now you can create and share as many custom imports as you want.
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We Always Keep
Your Data Secure

  • Coefficient does not save or store any of your
    data
  • Connect securely with Microsoft account
    credentials
  • Stay within the security protocols of your
    existing systems
Learn more about our commitment to data security
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About QuickBooks

Financial management software tailored for small to medium-sized businesses, handling accounting, payroll, and invoicing.

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Connect your live QuickBooks data to Excel in less than 60 seconds.
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Trusted By Over 50,000 Companies