How to Import Account Data from QuickBooks into Excel

Managing your QuickBooks account data in Excel gives you greater flexibility for financial analysis and reporting. But manually exporting this data is time-consuming and quickly becomes outdated.

This guide shows you how to create a live connection between QuickBooks and Excel that automatically refreshes your account data.

How to Import QuickBooks Account Data into Excel

Follow these steps to import your QuickBooks Account data into Excel using Coefficient:

Step 1: Install Coefficient and Connect to QuickBooks

1. Open Excel and navigate to the Insert tab
2. Click on “Get Add-ins” in the ribbon
3. Search for “Coefficient” in the Office Add-ins store
4. Click “Add” to install Coefficient to Excel
5. Once installed, open the Coefficient sidebar by clicking on the Coefficient icon in the ribbon
6. Click “Import Data” to begin the import process
7. Select “QuickBooks” from the list of available connectors
8. Follow the authentication prompts to connect your QuickBooks account

Step 2: Import Account Data from QuickBooks

1. In the Coefficient sidebar, select “Import from Objects & Fields”
2. From the list of available objects, select “Account”
3. Choose the specific fields you want to import (e.g., Account Name, Account Type, Balance)
4. Apply any filters if needed to narrow down the data
5. Click “Import” to bring the Account data into your Excel spreadsheet

Step 3: Set Up Auto-Refresh (Optional)

1. Click on the “…” menu next to your imported data
2. Select “Schedule Refresh”
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Set specific times for the refresh to occur
5. Click “Save” to activate the auto-refresh schedule

Now your QuickBooks Account data will be available in Excel, and with auto-refresh enabled, it will stay up-to-date according to your schedule. You can use Excel’s powerful features to analyze, visualize, and report on your financial data.

Available QuickBooks Data in Coefficient

Coefficient allows you to import various types of data from QuickBooks. Here’s what you can access:

Frequently Asked Questions

Connect QuickBooks to Excel with CoefficientReady to streamline your financial data workflow?and transform how you manage your accounting data.

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