Best Quickbooks Excel Integration
Make your QuickBooks data work harder
Turn Excel into
a QuickBooks reporting powerhouse
All of your data, none of the work
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Connect QuickBooks to Excel in one click
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Automatically import up-to-date account, customer, vendor, and transaction details
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Quickly create reports and dashboards and schedule refreshes
"Setting up QuickBooks workflows to your spreadsheet and automating data refreshes is incredibly easy and reliable."
Monitor cash flow and revenue in real-time
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Track income and expenses to understand business health
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Use live data to create accurate forecasts and scenario plans
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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!"
Unlock the full power of your spreadsheets
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Easily blend QuickBooks data with other sources like Stripe, Salesforce, Chargebee and more.
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Maintain detailed audit trails
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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."
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
Ready to dive in?
Connect your live QuickBooks data to Excel in 3 minutes.
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.
More Resources
Import Data from QuickBooks to Excel
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