QuickBooks Excel add-in for finance teams

Q: Can I get real-time QuickBooks data in Excel?

Near real-time. Schedule automatic refreshes as often as every hour, or click refresh whenever you need it. No manual data entry, and your formulas and pivot tables keep working.

Q: Can I send data from Excel back to QuickBooks?

Yes. Edit rows in Excel and export them to 28 QuickBooks objects, from invoices and journal entries to purchase orders and vendor credits. Preview each change before it posts. Scheduled exports handle updates only.

Q: What QuickBooks data can I pull into Excel?

28+ standard reports such as P&L, general ledger, trial balance and AR aging, plus 31 objects like invoices, payments and sales receipts. QuickBooks custom reports aren’t supported, so rebuild them in Excel with SQL or filters.

Q: How is Coefficient different from QuickBooks Spreadsheet Sync?

Spreadsheet Sync is Intuit’s Excel add-in for QuickBooks Online Advanced. Coefficient isn’t tied to QuickBooks Online Advanced. It refreshes on a schedule, connects 150+ other sources like Salesforce and runs in Google Sheets too. Spreadsheet Sync keeps refresh inside Excel.

Q: Can I use the add-in with QuickBooks Desktop?

No. The add-in supports QuickBooks Online (QBO). QuickBooks Desktop files can’t connect.

Q: Who in QuickBooks needs to connect it?

A QuickBooks admin authorizes it once. Teammates then use that shared connection.

Q: What does the Excel add-in cost?

Nothing to start. You get a 30-day Pro trial with no card, then a free plan unless you upgrade.

Refresh financial statements in Excel, speed up the close, monitor KPIs and share forecasts as live dashboards.

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QuickBooks Excel add-in by Coefficient with live refresh and writeback, rated 5.0 on the QuickBooks App Store

Trusted by 700,000+ users

How to connect QuickBooks to Excel

Set up in minutes, with no code or IT tickets.

1. Add Coefficient to Excel

Home › Add-ins, search Coefficient, then click Add.

Add the Coefficient Excel add-in from the Office Add-ins store to connect QuickBooks to Excel

2. Connect QuickBooks Online

Open the sidebar, pick QuickBooks and sign in.

Connect QuickBooks Online to Excel from the Coefficient add-in sidebar

3. Select QBO reports or objects

Choose a report or object, then click Next.

Select QuickBooks reports or objects to import into Excel with the Coefficient add-in

4. Import into your workbook

Click Import to land the P&L in Excel.

QuickBooks Profit and Loss imported into an Excel workbook with the Coefficient add-in

5. Set a refresh schedule

Pick hourly, daily or weekly, plus a time.

Set an automatic QuickBooks refresh schedule in Excel with the Coefficient add-in

QuickBooks reports and objects for your Excel models

Sheets

Excel

Same imports in Google Sheets and Excel

Profit and Loss
Monthly P&L columns that feed your Excel model.
Balance Sheet
Point-in-time balances for month-end reporting.
General Ledger
Account-level detail for tie-outs and pivot tables.
Cash Flow
Cash in and out by activity for your forecast.
Trial Balance
Ending balances by account for close and audit prep.
Accounts Receivable
Aging by customer to chase overdue cash.
Accounts Payable
Bills due by vendor to plan payment runs.
Sales
Sales by customer and item for revenue analysis.
Transaction List
Line-level transactions to search, filter and reconcile.

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Two-way sync

Export Excel edits back to QuickBooks

Update bills, invoices and customers from your workbook
Create or void records in bulk
Preview every change before it posts

Live dashboards

Turn your workbook into a shareable AI dashboard

AI dashboard built from a QuickBooks P&L workbook in Coefficient, with revenue and net income KPIs

Describe a dashboard and Coefficient builds it
Dashboards stay current as imports refresh
Viewers open a link, with no per-viewer fee

150+ data sources

Combine QuickBooks with 150+ data sources in Excel

Coefficient’s 150+ Excel integrations, including QuickBooks, Salesforce, NetSuite, Snowflake, Stripe, Shopify and Xero

Import Salesforce, Shopify and Stripe into one workbook
Combine every source in the same Excel model
Skip warehouses, ODBC drivers and Power Query

Finance workflows you can run in Excel with QuickBooks data

Multi-entity consolidation

AR and AP aging

Bank reconciliation

Budget vs actuals

AI cleanup

Clean your Excel data with AI Assistant

Coefficient AI Assistant in Excel cleaning and merging duplicate QuickBooks customer names

Tidy messy customer and vendor lists
Collapse duplicate records with one prompt
Build pivots, charts and formulas in plain English

Finance teams on the QuickBooks Excel add-in

We use Excel templates just like before, but now they refresh automatically from QuickBooks. I can fix a journal entry, hit refresh, and have updated financials in seconds.

Mike Lynch

CFO, Thornton Capital

Coefficient’s QuickBooks connector saves me hours of time each week. It’s not a nice to have, it’s a must have.

Iuliia Shchegelska

Controller, Burkland Associates

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

Founder, Large Scale

Ready-made QuickBooks report templates

Start from a finished model. Connect QuickBooks Online in one click.

QuickBooks P&L

Monthly P&L that fills itself from QuickBooks.

View

Cash runway

Months of cash left at today’s burn.

View

SaaS P&L

COGS, gross margin and opex split for SaaS.

View

How Coefficient protects QuickBooks data

Security, compliance, and control - without the enterprise sales cycle.

SSO & access control

Your identity provider. Your rules.

SSO: Okta, Azure AD, Google Workspace, OneLogin
Roles: Admin, Editor, Viewer
Permissions: Control who accesses which data sources

QuickBooks Excel add-in FAQs

How do I connect QuickBooks to Excel?

Add Coefficient from Excel’s Get Add-ins store. In the sidebar, choose QuickBooks and approve access with your QuickBooks Online login. Pick a report and import. No code needed.

Can I get real-time QuickBooks data in Excel?

Can I send data from Excel back to QuickBooks?

What QuickBooks data can I pull into Excel?

How is Coefficient different from QuickBooks Spreadsheet Sync?

Can I use the add-in with QuickBooks Desktop?

Who in QuickBooks needs to connect it?

What does the Excel add-in cost?

QuickBooks Online and Coefficient

QuickBooks Online is Intuit’s cloud accounting platform for growing businesses. Coefficient’s add-in brings that data into Microsoft Excel, with Google Sheets also supported.

QuickBooks Excel add-in for finance teams

How to connect QuickBooks to Excel

1. Add Coefficient to Excel

2. Connect QuickBooks Online

3. Select QBO reports or objects

4. Import into your workbook

5. Set a refresh schedule

QuickBooks reports and objects for your Excel models

Profit and Loss

Balance Sheet

General Ledger

Cash Flow

Trial Balance

Accounts Receivable

Accounts Payable

Sales

Transaction List

Invoice

Customer

Bill

Payment

Journal Entry

Budget

Account

Sales Receipt

Credit Memo

Two-way sync

Export Excel edits back to QuickBooks

Live dashboards

Turn your workbook into a shareable AI dashboard

150+ data sources

Combine QuickBooks with 150+ data sources in Excel

Finance workflows you can run in Excel with QuickBooks data

Multi-entity consolidation

AR and AP aging

Bank reconciliation

Budget vs actuals

AI cleanup

Clean your Excel data with AI Assistant

Finance teams on the QuickBooks Excel add-in

Ready-made QuickBooks report templates

QuickBooks P&L

Cash runway

SaaS P&L

How Coefficient protects QuickBooks data

SSO & access control

QuickBooks Excel add-in FAQs

QuickBooks Online and Coefficient

Related Integrations:

Bring QuickBooks into Excel today