How to Import Excel Files into QuickBooks

While QuickBooks is a powerful accounting platform, many finance teams find themselves regularly working with Excel spreadsheets for their financial analysis and reporting.

Spreadsheets offer more flexibility than QuickBooks’ built-in reporting, letting finance teams create the exact reports and analysis they need.

But importing Excel files into QuickBooks presents challenges.

If users want to import their Excel files into QuickBooks, they typically have two options:

Manual data entry in QuickBooks or using limited native import features.

But spoiler alert: there’s a better solution for importing Excel files into QuickBooks! This guide will show you how to automatically import Excel files into QuickBooks.

Let’s get started!

Step-by-Step Walkthrough: How to Import Excel Files into QuickBooks

Coefficient is a free Excel add-in that lets users seamlessly import and export data between Excel and QuickBooks.

Finance professionals can use Coefficient to manage any QuickBooks analysis and reporting needs. Check out Coefficient’s Templates Gallery for pre-built QuickBooks dashboards.

And that’s not all!

With Coefficient, you can import Excel files into QuickBooks in a few clicks!

Here’s a step-by-step tutorial to show you how.

Step 1: Install Coefficient

Open Excel from your desktop or in Office Online. Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’

Type “Coefficient” in the search bar and click ‘Add.’

Follow the prompts in the pop-up to complete the installation.

Once finished, you will see a “Coefficient” tab in the top navigation bar. Click ‘Open Sidebar’ to launch Coefficient.

Step 2: Set Up QuickBooks Import

Next, we need to configure how to import your Excel file into QuickBooks.

Select Export To… on the Coefficient sidebar.

Choose QuickBooks as your destination.

Select your data range and header row.

Click Next.

Step 3: Configure Import Settings

Select the QuickBooks Object you are exporting the data to and the Action you would like to take, then hit Next.

Step 4: Map Your Fields

Under the Field Mappings section, match your Excel columns to QuickBooks fields.

Step 5: Import Excel File to QuickBooks

Review your import settings.

Click Export to begin.

Choose which rows to import:

• All rows
• Selected rows
• Filtered rows

Preview the changes before confirming.

Click Update ‘n’ rows in QuickBooks to send your Excel data to QuickBooks.

Step 6 (Optional): Set Up Auto-Refresh

After importing your data into your spreadsheet, you can set up Coefficient’s auto-refresh scheduler for automatic updates.

Just select your frequency (hourly, daily, or weekly) and the specific time, and Coefficient will handle the rest.

Import Excel Files into QuickBooks with Coefficient

Why manually import Excel files into QuickBooks if you don’t have to?

With Coefficient, you can import Excel files into QuickBooks without ever leaving Excel.

Get started for free and automatically import Excel files into QuickBooks in just a few clicks.